The Distribution by Juniper Square

Ep.67: Alpha Isn't Timing the Cycle. It's Outlasting it. - Greg Bates - President & CEO - GID


Listen Later

In this episode of The Distribution, host Brandon Sedloff sits down with Greg Bates, CEO of GID Investment Advisors, to explore how a 65-year-old private company is navigating today’s real estate landscape with a focus on long-term value creation, vertical integration, and investor alignment.


Greg shares his journey from growing up in a competitive family in Massachusetts to building and leading major investment platforms at GE Capital, and eventually joining GID. He discusses the evolution of multifamily and industrial real estate, the rising role of private credit, and how GID is positioning itself to remain disciplined and focused amid shifting market conditions and investor expectations.


This episode covers:

  • The value of vertical integration and why GID avoids third-party property management
  • How GID thinks about product-market fit, partner alignment, and long-term capital
  • Lessons from building businesses inside GE Capital and transitioning to entrepreneurial leadership
  • The benefits and challenges of raising institutional capital while staying focused on alpha
  • GID’s approach to innovation, including AI, ESG, and building a captive insurance platform

  • Greg also reflects on market cycles, the risks of chasing trends, and why he believes great outcomes come from buying high-quality assets and holding them through time. This is a wide-ranging conversation with an experienced operator and investor leading one of the country’s most respected real estate investment firms.


    Past results are not indicative of future performance. This podcast is not intended as investment advice and is for information purposes only. GID is a client of Juniper Square.


    Links:

    Greg on LinkedIn - https://www.linkedin.com/in/greg-bates-164809b/

    GID - https://gid.com/

    Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

    Juniper Square - https://www.junipersquare.com/


    Topics:

    (00:00:00) - Intro

    (00:01:45) - Greg’s background and career

    (00:13:33) - Lessons learned in building companies

    (00:18:22) - Advice for folks changing companies

    (00:20:41) - Joining GID

    (00:22:29) - GID as an organization today

    (00:26:22) - Capitalization 

    (00:29:36) - Developing products and ideas

    (00:37:25) - Vertical integration

    (00:42:09) - The state of the market in 2025

    (00:46:32) - The future of multifamily and industrial 

    (00:51:18) - Credit as a more durable business line

    (00:53:11) - The motivation to continue building GID

    (00:56:40) - AI and data 

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Distribution by Juniper SquareBy Juniper Square

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    51 ratings


    More shows like The Distribution by Juniper Square

    View all
    America‘s Commercial Real Estate Show by Bull Realty

    America‘s Commercial Real Estate Show

    141 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,156 Listeners

    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    994 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,289 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    798 Listeners

    The Fort by Chris Powers

    The Fort

    474 Listeners

    Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

    Dry Powder: The Private Equity Podcast

    147 Listeners

    Real Estate Capital by Nancy Lashine

    Real Estate Capital

    38 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,254 Listeners

    The Weekly Take from CBRE by CBRE

    The Weekly Take from CBRE

    158 Listeners

    The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

    The TreppWire Podcast: A Commercial Real Estate Show

    213 Listeners

    The Walker Webcast by Willy Walker

    The Walker Webcast

    155 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    351 Listeners

    Onward, a Fundrise Production by Fundrise

    Onward, a Fundrise Production

    335 Listeners

    The Rent Roll with Jay Parsons by Jay Parsons

    The Rent Roll with Jay Parsons

    38 Listeners