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The Distribution by Juniper Square

The Distribution by 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 2025 Economía Finanzas Personales
Episodios
  • Understanding Today’s Office Market: Distress, Recovery, and Selective Opportunity - Nick Bienstock - CEO & Co-Chairman - Savanna

    Understanding Today’s Office Market: Distress, Recovery, and Selective Opportunity - Nick Bienstock - CEO & Co-Chairman - Savanna
    Nov 25 2025
    Nick Bienstock joins host Brandon Sedloff on The Distribution for a detailed conversation about his path into real estate, the evolution of Savanna, and what he is seeing across the New York and West Palm Beach markets. He reflects on early experiences that shaped his investing philosophy, the formation of Savanna’s vertically integrated platform, and the strategic discipline required to operate in complex urban environments. Nick also offers a ground-level view of today’s office landscape, including the bifurcation between high-quality assets and aging buildings, as well as the emerging opportunities driven by market repricing and renewed demand. The discussion closes with an exploration of Savanna’s major new development in West Palm Beach and the long-term demographic and economic trends fueling the region’s growth. They discuss: • Nick’s early exposure to real estate, his education, and foundational career experiences • The creation and long-term partnership behind Savanna, including its vertically integrated model • How New York’s office market has repriced, recovered, and bifurcated since COVID • Why institutional investors are slowly returning to office and how transactions are shifting • The development story and long-term thesis behind Savanna’s West Palm Beach residential project Links: Savanna - https://savannafund.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics (00:00:00) - Intro (00:01:32) - Nick's background and early career (00:12:24) - Founding and growth of Savanna (00:17:54) - Savanna's business model and strategy (00:22:16) - Vertical integration and market focus (00:26:41) - Current market trends and office sector insights (00:29:31) - New York's resilient recovery (00:32:25) - Challenges and strategies in the office market (00:47:22) - West Palm Beach: a new frontier (00:53:39) - Conclusion and final thoughts
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    56 m
  • From Ambiguity to Permanence: The New Era of Opportunity Zone Investing - Jeff Feinstein - Founder and Managing Partner of Pinnacle Partners

    From Ambiguity to Permanence: The New Era of Opportunity Zone Investing - Jeff Feinstein - Founder and Managing Partner of Pinnacle Partners
    Nov 21 2025
    Jeff Feinstein joins host Brandon Sedloff on The Distribution for a deep dive into the evolution and future of opportunity zone investing. The conversation traces Jeff’s path from a decades-long career in technology to building Pinnacle Partners, a firm dedicated exclusively to opportunity zone development. Jeff explains how tax policy shaped his investing journey, why OZ legislation has become a powerful tool for individual investors, and how Pinnacle structures institutional-quality multifamily and build-to-rent projects across thousands of eligible zones. Throughout the discussion, he highlights the mechanics, benefits, risks, and real-world execution behind ground-up OZ development. They discuss: • Jeff’s transition from tech operator to real estate fund manager and OZ pioneer • How opportunity zones were created, how they work, and what changed under OZ 2.0 • Why Pinnacle focuses on institutional underwriting, JV partnerships, and multi-asset funds • The role of RIAs, family offices, and private wealth in OZ distribution • What makes a strong or weak development partner in OZ projects • Key risks, real estate fundamentals, and why policy permanence matters • Markets and asset types Pinnacle favors, including workforce housing, BTR, and rural zones Links: Pinnacle Partners - https://pinnacleoz.com/ Jeff on Linkedin - https://www.linkedin.com/in/jefffeinstein/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:48) - Jeff's career and background (00:08:30) - The role of tax policy in investing (00:11:09) - The launch of Pinnacle Partners (00:13:51) - The evolution of opportunity zones (00:17:07) - How opportunity zones are created (00:20:20) - Pinnacle Partners' strategy and success (00:23:37) - Pinnacle Partners' approach to development (00:25:19) - Capital strategy and fund structure (00:26:46) - Who benefits from opportunity zones? (00:30:25) - Strategies for nurturing investor relationships (00:31:34) - The importance of tax efficiency (00:37:29) - Challenges and opportunities in real estate (00:40:20) - Selecting and evaluating development partners (00:44:26) - Future market trends and investment strategies (00:48:59) - Conclusion and contact information
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    51 m
  • How Strategic Capital is Transforming Real Estate Operators - David Robertson - CEO & CIO @ FrontRange Capital

    How Strategic Capital is Transforming Real Estate Operators - David Robertson - CEO & CIO @ FrontRange Capital
    Nov 11 2025
    In this episode of The Distribution, host Brandon Sedloff sits down with David Robertson, CEO and Chief Investment Officer of FrontRange Capital, to unpack the evolution of strategic capital in real estate. David shares his unexpected journey from a childhood in Burbank’s entertainment industry to Harvard Business School and eventually into investment banking and real estate. The conversation explores how his experiences at Aimco shaped his perspective on capital structures, partnerships, and the growing role of GP stakes investing. Together, they discuss how operator needs have evolved, the nuances of co-GP relationships, and why alignment and integrity matter as much as capital itself. They discuss: • The formative experiences that shaped David’s career in real estate and finance • How changes in the 1990s REIT legislation fueled the institutionalization of real estate • Lessons learned from building Aimco and the origins of FrontRange Capital • The continuum of operator growth and the evolving role of strategic capital • Misconceptions about GP capital and how co-GP partnerships create accretive value • What investors find compelling about GP stakes and co-GP structures • The importance of personal alignment and partnership dynamics in long-term success • David’s outlook on the future of GP investing and operator partnerships Links: FrontRange Capital - https://frontrangecap.com/ David on LinkedIn - https://www.linkedin.com/in/david-robertson-979b17109/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:30) - David’s career and background (00:11:42) - Investment banking and real estate (00:21:13) - Founding FrontRange Capital Partners (00:24:28) - Strategic capital for real estate operators (00:26:46) - The evolution of operator needs (00:27:22) - Scaling and liquidity challenges (00:28:52) - Institutionalization and changing needs (00:29:48) - The value of co-GP partnerships (00:31:02) - Advising operators on strategic capital (00:33:37) - Common misconceptions about GP capital (00:39:00) - Investor perspectives on GP capital (00:50:39) - The future of strategic capital (00:55:47) - Conclusion and final thoughts
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    58 m
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