Sign up to save your podcasts
Or
Share How Operational Alpha Shapes European Real Estate Investing - Saul Goldstein - Founder & CEO of ActivumSG
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How Operational Alpha Shapes European Real Estate Investing - Saul Goldstein - Founder & CEO of ActivumSG
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:
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
View all episodes
By Juniper Square
4.9
5555 ratings
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:
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
More shows like The Distribution by Juniper Square
View all
America‘s Commercial Real Estate Show
142 Listeners
Capital Allocators – Inside the Institutional Investment Industry
796 Listeners
POWERS
496 Listeners
Value Investing with Legends
214 Listeners
My First Million
2,642 Listeners
Dry Powder: The Private Equity Podcast
147 Listeners
Real Estate Capital
42 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,956 Listeners
The Weekly Take from CBRE
158 Listeners
The TreppWire Podcast: A Commercial Real Estate Show
223 Listeners
The Memo by Howard Marks
448 Listeners
The Walker Webcast
152 Listeners
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
30 Listeners
The Rent Roll with Jay Parsons
41 Listeners
The Promote Podcast
47 Listeners