The Distribution by Juniper Square

Ryan is Co-CEO and Co-Founder and provides strategic direction and oversees capital sourcing for Graceada Partners’ portfolio. He serves on Graceada Partners’ investment committee and focuses on strategic capital relationships, leading Graceada Partners’ sponsorship of three real estate funds and prior syndications.Links:Graceada Partners - https://www.graceadapartners.com/Ryan on LinkedIn - https://www.linkedin.com/in/ryan-swehla/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:18) - Ryan’s career and background(00:11:20) - Starting a business amid the GFC(00:16:11) - What does your business look like today?(00:20:02) - What is your strategy?(00:23:36) - Why wouldn’t any institutional manager be able to follow your strategy?(00:26:34) - What does the infrastructure of your business look like?(00:28:10) - What’s been most surprising about these markets you operate in?(00:31:57) - Following the In-N-Out Strategy(00:34:53) - What does your addressable market look like?(00:37:23) - What are the economics your teams are seeing in the markets you operate in?(00:39:25) - What’s the secret behind being a first-mover in these markets?(00:43:52) - What have you learned as an emerging manager in institutional investment management?(00:46:52) - What are your top business priorities going forward?

Deborah Smith, CEO of The CenterCap Group, discusses real estate market trends, the importance of storytelling in business, and the evolution of investment management. Topics include standing out with a 'good story', principles for seeking capital partners, drivers of enterprise value, and trends in acquisitions and capital providers.

Wes Fuller is the Chief Investment Officer at Greystar and leads the company’s Investment Management business, including Fund Management, Portfolio and Asset Management, and the Greystar Investor Relations team. Wes serves as a member of the Greystar Investment Committee and Executive Committee.  Wes maintains management oversight of the company’s Investment Management business, which focuses on investments in rental housing in the United States, Europe, Asia-Pacific, and South America regions through a series of investment vehicles with institutional clients. Under Wes’s leadership, the company began investing in international markets in 2013, including significant investments in the United Kingdom, the Netherlands, Spain, Germany, Austria, France, Ireland, Mexico, Chile, Brazil, Australia, China, and Japan. The company’s robust institutional investment management platform has a global presence in 146 strategic markets.We discuss: Wes' career arc with Greystar Learnings from Bob Faith Defining Greystar's "Living" approach to assets Trends in multifamily, office and other asset classes Links:GreystarWes on LinkedInJuniper SquareBrandon on LinkedInTopics:(00:00:00) - Intro(00:01:10) - Wes’ background and career with Greystar(00:14:08) - Learnings from Bob Faith(00:16:48) - How did you define your identity as an investment manager?(00:19:07) - Why were international investors so interested in housing and multifamily after the GFC?(00:23:27) - What does Greystar’s business look like today?(00:27:48) - How do you differentiate between multifamily and ‘living’?(00:33:34) - Greystar’s logistics program(00:35:22) - What are some big trends you’re seeing right now?(00:45:53) - What were the most noticeable trends you saw during COVID-19 and what are you anticipating for urbanization?

Carly Tripp, Global Chief Investment Officer at Nuveen Real Estate, discusses market problems, Nuveen's shift from office to housing pre-covid, core drivers in regions, leaning into US sectors like affordable housing, industrial impact on retail, and future technological impacts on real estate.

Peter Braffman, Managing Director at GCM Grosvenor, discusses investment strategies, defining emerging managers, stakes investing, and creating enterprise value in institutional asset management. He also shares insights on GCM's investing strategy, advice for investors, niche asset classes, and scaling strategies in real estate investing.

Greg Friedman, CEO of Peachtree Group, discusses his upbringing, building Peachtree, and the evolution of the investment team. Topics include CPACE financing, hospitality industry focus, and investor questions. The conversation highlights Greg's journey in real estate, diversified investment strategies, and market insights in the hospitality sector.

In the podcast, Bob Hart talks about his career in real estate, founding TruAmerica, creating desirable living spaces, workforce & affordable housing, and shifts in customer preferences. He also discusses the macro-environment for housing, value creation in assets, and sustainable real estate practices.

Geoffrey Dohrmann and Brandon discuss ERISA Funds, Defined Benefits, and the potential Pension Fund crisis. They touch on the state of institutional real estate markets, valuations, and the evolution of technology in the industry. Geoff shares his perspective on transparency for investment managers and offers advice for client services professionals. They speculate on the future of institutional real estate in the financial market's eyes and IREI's plans for the next decade.

Roman Pedan, Founder & CEO of Kasa Living, discusses bridging computer science and real estate, building Kasa, optimizing success with owners, trends in hospitality, regulatory challenges, and operating as both multifamily and hotels.

Mark Gabbay is Global CEO of LaSalle, a position he assumed in January 2021. He is responsible for strategic leadership of LaSalle’s 850+ employees and oversight of the firm’s $89 billion of assets, including investment strategy and operational activities across North America, Asia Pacific, and Europe.Mark joined LaSalle in 2010 as Chief Investment Officer for Asia Pacific. In 2015, he became CEO of the region, in addition to his CIO oversight, and maintained overall responsibility for formulating and implementing LaSalle’s investment strategy across Asia Pacific, sourcing opportunities and overseeing the investment process.In this episode, Brandon and Mark discuss: Mark's experience in Asia and the influence on his career Leadership philosophies Scaled vs. non-scaled products What investors want to know today Links:LaSalle Investment ManagementJuniper SquareBrandon on LinkedInProvide feedback for the podcastTopics:(00:00:00) - Intro(00:01:37) - Mark’s background and career(00:19:23) - LaSalle Investment Management(00:20:50) - How did your time in Asia impact your approach to your career?(00:25:31) - Is it common to have employees investing in the GP?(00:25:57) - How have you developed your leadership style?(00:30:19) - What surprised you since taking on the role of Global CEO?(00:32:49) - Scaled vs. non-scaled products(00:32:04) - How does the current cycle compare to previous ones you’ve experienced?(00:40:19) - What are you seeing in terms of non-institutional appetite for private real estate?(00:42:39) - What do investors want to know today?(00:47:36) - Where are the real estate bright spots geographically right now?(00:50:53) - What do you tell team members who haven’t experienced a downturn?(00:53:56) - What’s top of mind for you right now in this environment?(00:55:40) - What’s something most folks don’t know about you?