The Distribution by Juniper Square (original) (raw)

  1. 11/19/2024 Ep.51: One Vision, Three Pillars: How to Strategically Build a Vertically Integrated Firm: Larry Heard - CEO - Transwestern Larry P. Heard is chief executive officer of the Transwestern family of companies, which together comprise a diversified real estate operating, investment management and development organization. The privately held, fully integrated enterprise leverages competencies in office, industrial, retail, multifamily, healthcare, life sciences, sports and entertainment to add value for investors, owners and occupiers of real estate. Links: Transwestern - https://transwestern.com/ Larry on LinkedIn - https://www.linkedin.com/in/larry-p-heard/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:13) - Larry’s career and background (00:11:33) - The evolution of Transwestern (00🔞42) - Where is Transwestern focusing its energy regarding development? (00:21:37) - What sectors are you most engaged in on the services side? (00:24:00) - What has surprised you about the services business? (00:26:13) - What does the investment side of the business look like? (00:33:02) - Leadership philosophies (00:39:13) - How does this current cycle compare to past ones? (00:45:26) - Where are you putting your energy at this stage of the market? (00:52:47) - Giving back to the community (00:56:31) - Career advice
  2. 11/05/2024 Ep.50: GP-Aligned Investing...Multiple Ways to Win - Wes Whitman - Co-Founder & Co-Managing Partner at Whitman Peterson Wes is a Co-Founder and Co-Managing Partner of Whitman Peterson. Since the firm’s inception in late 2010, Wes and his partners have overseen the firm’s investment in more than 200 transactions involving 300+ assets, representing more than 25billionoftotalcapitalization.Theyhavesourcedandstructuredhighlystrategicpartnershipswithsomeofnation’sprominentcompaniesintheirtargetsectors.PriortotheformationofWhitmanPeterson,WeswasaManagingDirectorandPrincipalatGreystar,thelargestmultifamilyinvestment,developmentandmanagementcompanyglobally(with25 billion of total capitalization. They have sourced and structured highly strategic partnerships with some of nation’s prominent companies in their target sectors. Prior to the formation of Whitman Peterson, Wes was a Managing Director and Principal at Greystar, the largest multifamily investment, development and management company globally (with 25billionoftotalcapitalization.Theyhavesourcedandstructuredhighlystrategicpartnershipswithsomeofnation’sprominentcompaniesintheirtargetsectors.PriortotheformationofWhitmanPeterson,WeswasaManagingDirectorandPrincipalatGreystar,thelargestmultifamilyinvestment,developmentandmanagementcompanyglobally(with90B+ of assets and more than 900,000+ apartments under management), where his responsibilities included acquisitions of assets and operating companies, asset management, land entitlements, and leading a 200+ member operating team on the West Coast. Wes graduated from Brigham Young University with a B.S. in Finance and received his MBA from Harvard Business School in 2005. Links: Whitman Peterson - https://www.whitmanpeterson.com/ Wes on LinkedIn - https://www.linkedin.com/in/wes-whitman-b57997/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:03) - Wes’ background and career (00:19:00) - Making the decision to leave Greystar and forming Whitman-Peterson (00:23:15) - What does the organization look like today? (00:24:51) - What is a GP-aligned investment approach? (00:34:39) - GP-capital vs. Op-Co capital (00:37:08) - How do you think about your platform across different sectors and geographies? (00:42:42) - What are you looking for in your partners? (00:47:30) - How do you approach Scaling the organization (00:52:33) - What sectors are you focusing on in this market environment? (00:56:59) - The Sundance asset (00:58:36) - Getting in touch with the team
  3. 10/29/2024 Ep.49: Bridging East and West - Goodwin Gaw - Chairman & Managing Principal of Gaw Capital Partners Goodwin Gaw is the Chairman, Managing Principal, and Co-Founder of Gaw Capital Partners, a real estate private equity fund management company focusing on markets in Greater China and other high-barrier-to-entry markets globally. Established in 2005, Gaw Capital Partners has raised equity in excess of USD$22 billion as of 2022 Q3 and currently manages assets of over US$35.2 billion as of Q2 2024, encompassing residential developments, retail centers, hotels, commercial, IDC, and logistic properties. Links: Gaw Capital Partners - https://www.gawcapital.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:18) - Goodwin’s background and career (00:16:57) - Opportunities for cross-border capital when Asia opened up in the ‘90s (00:20:00) - What were the most investable assets in China for US institutions? (00:24:21) - What does Gaw capital look like today? (00:27:08) - How do you think about entering new markets? (00:29:48) - Where are you seeing opportunity when others run for the exits? (00:34:18) - Thoughts on San Francisco (00:37:27 - What’s the investor appetite for China (00:41:23) - What other global markets are you in? (00:42:06) - What is the big opportunity in Japan? (00:45:15) - Where is the Outbound Asian capital going? (00:48:28) - Where are you spending your time over the next 12-24 months? (00:49:49) - Does private credit function similarly in Asian markets? (00:53:34) - What advice would you give to folks aspiring to become entrepreneurs?

The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.