The Distribution by Juniper Square

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?

On this episode of The Distribution, Brandon Sedloff sits down with David Haber, a General Partner at Andreessen Horowitz where he focuses on technology investments in financial services.David was previously a senior executive in Firmwide Strategy at Goldman Sachs where he helped lead partnerships, new ventures and M&A. Before joining the firm, David was the Founder and CEO of Bond Street, which aimed to transform small business lending through technology, data, and design. Bond Street was acquired by Goldman Sachs in October 2017 as part of the firm’s digital finance business. Previously, David was a venture investor at Spark Capital and a founding associate of Locus Analytics, a start-up asset management firm.Links:a16z.com Juniper SquareBrandon on LinkedInProvide feedback for the podcastTopics:(00:00:00) - Intro(00:01:29) - David’s background and career(00:12:38) - Moving from entrepreneurship to a large organization(00:17:14) - What was the thinking behind making the jump from Goldman Sachs to a16z?(00:20:52) - The intersection of entrepreneurship and enterprise value company building(00:27:56) - David’s experience as a venture investor(00:29:42) - Defining Fintech(00:33:01) - How are you adding value to partners?(00:36:21) - What areas of Fintech are you most excited about?(00:38:56) - Thoughts on generative AI(00:41:47) - How are you gauging risk when underwriting an AI investment?(00:45:20) - Developing an investment thesis(00:47:36) - What are you excited about over the next 12 months?The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/ 

In this episode, John Burns, founder and CEO of John Burns Research and Consulting, discusses the evolution of the single-family rental housing market, the impact of institutionalization on the industry, and the state of the new-home market. They also touch on consumer demand, leading indicators for the housing market, the rising interest rates, achieving affordability in housing, and predictions for the market in the next 12 months.

Jeff Giller, Head of StepStone Real Estate, discusses career lessons from downturns, co-mingling advisory and investment management, LP secondaries, forming investment theses, and anticipating changes in the real estate market in a conversation with Brandon Sedloff on The Distribution by Juniper Square.