The Distribution by Juniper Square Podcast Por Juniper Square arte de portada

The Distribution by Juniper Square

The Distribution by Juniper Square

De: Juniper Square
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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.Copyright 2023 Economía Finanzas Personales
Episodios
  • How Operational Alpha Shapes European Real Estate Investing - Saul Goldstein - Founder & CEO of ActivumSG

    How Operational Alpha Shapes European Real Estate Investing - Saul Goldstein - Founder & CEO of ActivumSG
    Sep 30 2025
    In this episode of The Distribution, host Brandon Sedloff sits down with Saul Goldstein for an in-depth look at his unconventional path from studying Japanese to building a European opportunistic fund manager, ActivumSG. Saul shares the lessons learned from navigating distressed markets in Japan and Germany, the entrepreneurial leap of founding ActivumSG, and how his firm approaches operational intensity and platform investing across Europe. Their conversation explores the interplay between macroeconomic cycles, local market dynamics, and the importance of culture and curiosity in building enduring teams. They discuss: Saul’s early career and how non-performing loans led him into real estate The founding story of Activum and the challenges of raising the first fund in 2008 How operational alpha and platform building shape Activum’s investment approach The property clock framework and current positioning of European markets The importance of culture, passion, and curiosity in sustaining long-term success Links: ActivumSG - https://www.activumsg.com/ Saul on LinkedIn - https://www.linkedin.com/in/saulgoldstein/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:44) - Saul’s career and background (00:13:04) - Founding ActivumSG (00:22:20) - Operational alpha and market strategies (00:29:30) - Decentralized structure and local market focus (00:30:12) - Core values and company culture (00:33:17) - Investor relations and transparency (00:36:43) - European real estate market overview (00:42:50) - Cultural perspectives in business (00:45:16) - Property clock and market cycles (00:49:34) - Capital flows and investment strategies (00:52:48) - Passion and career development (00:56:29) - Conclusion and final thoughts
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    59 m
  • The Distribution Edge: Education, Media, and Trust - Brad Hargreaves & Paul Stanton of Thesis Driven

    The Distribution Edge: Education, Media, and Trust - Brad Hargreaves & Paul Stanton of Thesis Driven
    Sep 26 2025
    Brad Hargreaves and Paul Stanton join Brandon Sedloff on The Distribution to explore how media, capital markets, and innovative real estate models intersect. Brad reflects on his entrepreneurial journey from General Assembly to Common and now Thesis Driven, while Paul shares his evolution from institutional real estate to coworking and investment banking. Together, they highlight why education, storytelling, and consistency are essential in building enduring businesses and attracting capital. The discussion breaks down the Opco Propco model, dives into lessons learned from venture-backed real estate, and unpacks how media and brand-building are reshaping private markets. They discuss: How Brad’s path from trade schools to co-living shaped his view on real estate innovation Paul’s transition from traditional real estate to exploring Opco Propco structures and PropTech Why venture capital is often mismatched with real estate operating companies The role of media and education in capital raising and investor engagement Future trends in AI, retail capital raising, and investor access Links: Thesis Driven - https://www.thesisdriven.com/ Brad on LinkedIn - https://www.linkedin.com/in/bharg/ Paul on LinkedIn - https://www.linkedin.com/in/pauljstanton/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (01:47) - Introduction to extraordinary guests: Brad and Paul (02:36) - Brad's journey: From antique furniture to Thesis Driven (06:01) - Paul's traditional real estate background and pivot (11:17) - The Opco Propco model explained (16:41) - Challenges and lessons from venture-backed real estate (21:09) - Building a media business: The origin of Thesis Driven (26:27) - The importance of storytelling in real estate (31:19) - Engaging audiences with real estate finance (33:34) - The power of consistency in building brands (34:50) - Leveraging social media for personal branding (37:17) - The role of media in private real estate (46:03) - Educational programs for real estate professionals (49:16) - Future trends in real estate and AI (50:56) - Effective fundraising strategies for investment managers (57:58) - Final thoughts and contact information
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    1 h
  • Relationship Alpha in the Middle Market - Bryan Thornton - Managing Partner @ PCCP

    Relationship Alpha in the Middle Market - Bryan Thornton - Managing Partner @ PCCP
    Sep 16 2025
    Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and the evolution of real estate investment management. He shares how his early experiences shaped his passion for urban environments, reflects on PCCP’s growth from a California-focused startup to a national player, and explains why relationships remain central to both lending and equity investing. The discussion covers the shifts in capital markets, the rise of private credit, and how transparency, culture, and technology continue to redefine the industry. We discuss: PCCP’s consistent middle-market strategy across debt and equity The profound shift from bank dominance to private credit in real estate lending The role of transparency and relationship “alpha” in operator-lender partnerships How culture and curiosity fuel long-term career growth and organizational success The impact of technology and data on the future of investment management This episode offers valuable perspective for anyone navigating the challenges and opportunities in real estate today. Links: PCCP - https://pccpllc.com/ Bryan on LinkedIn - https://www.linkedin.com/in/bryan-thornton-09868357/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:01:32) - Bryan’s career and background (00:11:44) - The scale of PCCP (00:14:33) - The state of the industry (00:19:28) - The relationship between lenders and borrowers (00:21:10) - PCCP’s equity business (00:27:52) - The evolution of the markets (00:31:42) - The relationship between PCCP and her capital partners (00:33:12) - Culture and leadership (00:36:07) - Technology impacts on physical assets (00:42:53) - NAREIM (00:47:00) - Lessons from staying with one firm for over 25 years (00:49:54) - Predictions for the next decade
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    54 m
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