Brandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing partner of Adler Real Estate Partners, shares how he spun out of a third-generation family operation to build a specialized platform focused exclusively on multi-tenant light industrial properties across the Sun Belt. The conversation on The Distribution reveals why this once under-the-radar asset class has become one of real estate's most sought-after sectors and how focused operators compete when larger managers enter the space.
They discuss:
- Why spinning out of a family business required balancing independence with preserving relationships
- How small bay industrial became a "HALO" asset class, hard assets with low obsolescence, resistant to AI disruption
- What institutional investors misunderstand about office build-outs in industrial properties
- How a disciplined operator grows NOI even when interest rates move against them
- Why staying focused on one property type in mid-sized deals creates competitive advantage against mega managers
This episode offers practical insight for anyone interested in niche real estate strategies, the transition from operating partner to fund manager, or how specialist platforms win by executing better than diversified competitors.
Topics:
(00:00:00) - Intro
(00:02:57) - Matt's family real estate background
(00:09:49) - Early career and deciding to leave the family business
(00:11:19) - Working with Apollo and the GFC
(00:14:18) - Starting the fund business
(00:16:29) - Spinning out from the family business
(00:21:25) - Adler Real Estate Partners today
(00:23:59) - Small bay industrial explained
(00:28:09) - Why small bay industrial is hot right now
(00:31:36) - HALO and the AI advantage
(00:32:47) - Competition and differentiation
(00:38:01) - The office buildout misconception
(00:42:36) - Competing with mega managers
(00:46:34) - Headwinds and opportunities ahead
(00:50:53) - Closing thoughts
Links:
Matthew on LinkedIn - <a href="https://www.linkedin.com/in/mladler/">https://www.linkedin.com/in/mladler/</a>
Adler Partners - <a href="https://adler-partners.com/">https://adler-partners.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/">https://www.junipersquare.com/</a>

Brandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing partner of Adler Real Estate Partners, shares how he spun out of a third-generation family operation to build a specialized platform focused exclusively on multi-tenant light industrial properties across the Sun Belt. The conversation on The Distribution reveals why this once under-the-radar asset class has become one of real estate's most sought-after sectors and how focused operators compete when larger managers enter the space. They discuss: - Why spinning out of a family business required balancing independence with preserving relationships - How small bay industrial became a "HALO" asset class, hard assets with low obsolescence, resistant to AI disruption - What institutional investors misunderstand about office build-outs in industrial properties - How a disciplined operator grows NOI even when interest rates move against them - Why staying focused on one property type in mid-sized deals creates competitive advantage against mega managers This episode offers practical insight for anyone interested in niche real estate strategies, the transition from operating partner to fund manager, or how specialist platforms win by executing better than diversified competitors. Topics: (00:00:00) - Intro (00:02:57) - Matt's family real estate background (00:09:49) - Early career and deciding to leave the family business (00:11:19) - Working with Apollo and the GFC (00:14:18) - Starting the fund business (00:16:29) - Spinning out from the family business (00:21:25) - Adler Real Estate Partners today (00:23:59) - Small bay industrial explained (00:28:09) - Why small bay industrial is hot right now (00:31:36) - HALO and the AI advantage (00:32:47) - Competition and differentiation (00:38:01) - The office buildout misconception (00:42:36) - Competing with mega managers (00:46:34) - Headwinds and opportunities ahead (00:50:53) - Closing thoughts Links: Matthew on LinkedIn - https://www.linkedin.com/in/mladler/ Adler Partners - https://adler-partners.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/

Brandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing partner of Adler Real Estate Partners, shares how he spun out of a third-generation family operation to build a specialized platform focused exclusively on multi-tenant light industrial properties across the Sun Belt. The conversation on The Distribution reveals why this once under-the-radar asset class has become one of real estate's most sought-after sectors and how focused operators compete when larger managers enter the space.
They discuss:
- Why spinning out of a family business required balancing independence with preserving relationships
- How small bay industrial became a "HALO" asset class, hard assets with low obsolescence, resistant to AI disruption
- What institutional investors misunderstand about office build-outs in industrial properties
- How a disciplined operator grows NOI even when interest rates move against them
- Why staying focused on one property type in mid-sized deals creates competitive advantage against mega managers
This episode offers practical insight for anyone interested in niche real estate strategies, the transition from operating partner to fund manager, or how specialist platforms win by executing better than diversified competitors.
Topics:
(00:00:00) - Intro
(00:02:57) - Matt's family real estate background
(00:09:49) - Early career and deciding to leave the family business
(00:11:19) - Working with Apollo and the GFC
(00:14:18) - Starting the fund business
(00:16:29) - Spinning out from the family business
(00:21:25) - Adler Real Estate Partners today
(00:23:59) - Small bay industrial explained
(00:28:09) - Why small bay industrial is hot right now
(00:31:36) - HALO and the AI advantage
(00:32:47) - Competition and differentiation
(00:38:01) - The office buildout misconception
(00:42:36) - Competing with mega managers
(00:46:34) - Headwinds and opportunities ahead
(00:50:53) - Closing thoughts
Links:
Matthew on LinkedIn - <a href="https://www.linkedin.com/in/mladler/" rel="noopener noreferrer">https://www.linkedin.com/in/mladler/</a>
Adler Partners - <a href="https://adler-partners.com/" rel="noopener noreferrer">https://adler-partners.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/" rel="noopener noreferrer">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/" rel="noopener noreferrer">https://www.junipersquare.com/</a>

HALO Investing: Why Hard Assets With Low Obsolescence Beat AI Disruption - Matthew Adler - Founder & Managing Principal - Adler Partners

Brandon Sedloff and Russ Flicker explore the institutional hotel business and the journey from practicing real estate law to building a vertically integrated hospitality firm. Flicker shares how AWH Partners emerged from a borrowed desk during the Great Recession and what shaped his approach to investing through work at the Trump Organization and Blackstone. The conversation covers how AWH differentiates itself through in-house management and development capabilities, and why Flicker believes middle-market hotel assets present compelling opportunities today.
They discuss:
- Why Flicker left Blackstone to start AWH despite limited visibility on deal flow or capital
- How starting with no formal office taught essential lessons about investor expectations and capital raising
- Why seller-prepared hotels often hide operational risks that integrated teams can identify during underwriting
- How vertical integration across acquisition, management, and renovation creates accountability advantages
- Why hotels reprice daily in inflationary environments while other real estate takes years to adjust
This episode offers perspective for investors evaluating hotel allocations, operators building differentiated platforms, or anyone navigating the transition from institutional roles to entrepreneurship during market downturns.
Topics:
(00:00:00) - Intro
(00:00:57) - Introducing Russ Flicker and AWH Partners
(00:02:42) - From engineer's son to real estate lawyer
(00:08:38) - The dotcom startup and meeting his wife
(00:11:52) - Landing at the Trump Organization
(00:20:47) - Why Russ left Trump for Blackstone
(00:23:33) - Working at institutional scale versus entrepreneurial scale
(00:26:58) - The Ian Schrager disaster and the taxi accident
(00:32:24) - Founding AWH from a borrowed desk in 2008
(00:40:27) - Building AWH into a vertically integrated platform
(00:46:00) - Why hospitality gets misunderstood as high risk
(00:49:58) - Opportunity in the next 24 to 36 months
Links:
Russ on LinkedIn - <a href="https://www.linkedin.com/in/russell-flicker-67821712/">https://www.linkedin.com/in/russell-flicker-67821712/</a>
AWH Partners - <a href="https://www.awhpartners.com/">https://www.awhpartners.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/">https://www.junipersquare.com/</a>

Brandon Sedloff and Russ Flicker explore the institutional hotel business and the journey from practicing real estate law to building a vertically integrated hospitality firm. Flicker shares how AWH Partners emerged from a borrowed desk during the Great Recession and what shaped his approach to investing through work at the Trump Organization and Blackstone. The conversation covers how AWH differentiates itself through in-house management and development capabilities, and why Flicker believes middle-market hotel assets present compelling opportunities today. They discuss: - Why Flicker left Blackstone to start AWH despite limited visibility on deal flow or capital - How starting with no formal office taught essential lessons about investor expectations and capital raising - Why seller-prepared hotels often hide operational risks that integrated teams can identify during underwriting - How vertical integration across acquisition, management, and renovation creates accountability advantages - Why hotels reprice daily in inflationary environments while other real estate takes years to adjust This episode offers perspective for investors evaluating hotel allocations, operators building differentiated platforms, or anyone navigating the transition from institutional roles to entrepreneurship during market downturns. Topics: (00:00:00) - Intro (00:00:57) - Introducing Russ Flicker and AWH Partners (00:02:42) - From engineer's son to real estate lawyer (00:08:38) - The dotcom startup and meeting his wife (00:11:52) - Landing at the Trump Organization (00:20:47) - Why Russ left Trump for Blackstone (00:23:33) - Working at institutional scale versus entrepreneurial scale (00:26:58) - The Ian Schrager disaster and the taxi accident (00:32:24) - Founding AWH from a borrowed desk in 2008 (00:40:27) - Building AWH into a vertically integrated platform (00:46:00) - Why hospitality gets misunderstood as high risk (00:49:58) - Opportunity in the next 24 to 36 months Links: Russ on LinkedIn - https://www.linkedin.com/in/russell-flicker-67821712/ AWH Partners - https://www.awhpartners.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/

Brandon Sedloff and Russ Flicker explore the institutional hotel business and the journey from practicing real estate law to building a vertically integrated hospitality firm. Flicker shares how AWH Partners emerged from a borrowed desk during the Great Recession and what shaped his approach to investing through work at the Trump Organization and Blackstone. The conversation covers how AWH differentiates itself through in-house management and development capabilities, and why Flicker believes middle-market hotel assets present compelling opportunities today.
They discuss:
- Why Flicker left Blackstone to start AWH despite limited visibility on deal flow or capital
- How starting with no formal office taught essential lessons about investor expectations and capital raising
- Why seller-prepared hotels often hide operational risks that integrated teams can identify during underwriting
- How vertical integration across acquisition, management, and renovation creates accountability advantages
- Why hotels reprice daily in inflationary environments while other real estate takes years to adjust
This episode offers perspective for investors evaluating hotel allocations, operators building differentiated platforms, or anyone navigating the transition from institutional roles to entrepreneurship during market downturns.
Topics:
(00:00:00) - Intro
(00:00:57) - Introducing Russ Flicker and AWH Partners
(00:02:42) - From engineer's son to real estate lawyer
(00:08:38) - The dotcom startup and meeting his wife
(00:11:52) - Landing at the Trump Organization
(00:20:47) - Why Russ left Trump for Blackstone
(00:23:33) - Working at institutional scale versus entrepreneurial scale
(00:26:58) - The Ian Schrager disaster and the taxi accident
(00:32:24) - Founding AWH from a borrowed desk in 2008
(00:40:27) - Building AWH into a vertically integrated platform
(00:46:00) - Why hospitality gets misunderstood as high risk
(00:49:58) - Opportunity in the next 24 to 36 months
Links:
Russ on LinkedIn - <a href="https://www.linkedin.com/in/russell-flicker-67821712/" rel="noopener noreferrer">https://www.linkedin.com/in/russell-flicker-67821712/</a>
AWH Partners - <a href="https://www.awhpartners.com/" rel="noopener noreferrer">https://www.awhpartners.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/" rel="noopener noreferrer">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/" rel="noopener noreferrer">https://www.junipersquare.com/</a>

The $20 Million Gap: Why Middle-Market Hotels Are Being Abandoned by Mega Funds - Russ Flicker - Co-Founder and Managing Partner - AWH Partners

Brandon Sedloff and Melvin Hibberd explore the evolution of GP solutions and what it takes to build durable enterprise value in private markets. Hibberd, chief investment officer at Hunter Point Capital, shares his path from engineering in northern England to leading investments across a $10 billion platform. The conversation examines how GP solutions expanded from simple minority stakes into a full menu of capital options, and why that shift reflects the maturation of asset management as a business, not just an investing activity.
They discuss:
- Why succession planning will drive transaction volume for the next decade, despite only 38% of GPs having a plan while 96% of LPs say it matters
- How managers' capital needs have evolved beyond permanent equity into preferred capital, NAV lending, and commitment financing
- What defines a persistent right to win in a market where every firm claims proprietary deal flow and differentiated sourcing
- Why bilateral partnerships often create more value than broad auctions when aligning on growth, governance, and long-term strategy
This episode offers practical perspective for founders and leaders navigating strategic capital decisions in an increasingly complex market.
Topics:
(00:00:00) - Intro
(00:02:41) - Introducing Melvin
(00:04:14) - Growing up in northern England
(00:06:52) - Engineering at Cambridge and summers in Japan
(00:08:57) - Starting at a family office
(00:10:35) - Business school and the intentional career path
(00:15:00) - Building a GP stakes platform at Blackstone
(00:19:10) - Why leave Blackstone for Hunter Point
(00:26:04) - The evolution of GP solutions products
(00:30:17) - Building enterprise value in investment firms
(00:32:25) - Succession as a deal driver
(00:35:45) - What makes a persistent right to win
(00:47:53) - Advice for founders seeking capital partners
(00:50:40) - Where Hunter Point is investing today
(00:53:40) - Closing
Links:
Hunter Point Capital - <a href="https://www.hunterpointcapital.com/">https://www.hunterpointcapital.com/</a>
Melvin on LinkedIn - <a href="https://www.linkedin.com/in/melvin-hibberd-bab4b018b/">https://www.linkedin.com/in/melvin-hibberd-bab4b018b/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/">https://www.junipersquare.com/</a>

Brandon Sedloff and Melvin Hibberd explore the evolution of GP solutions and what it takes to build durable enterprise value in private markets. Hibberd, chief investment officer at Hunter Point Capital, shares his path from engineering in northern England to leading investments across a $10 billion platform. The conversation examines how GP solutions expanded from simple minority stakes into a full menu of capital options, and why that shift reflects the maturation of asset management as a business, not just an investing activity. They discuss: - Why succession planning will drive transaction volume for the next decade, despite only 38% of GPs having a plan while 96% of LPs say it matters - How managers' capital needs have evolved beyond permanent equity into preferred capital, NAV lending, and commitment financing - What defines a persistent right to win in a market where every firm claims proprietary deal flow and differentiated sourcing - Why bilateral partnerships often create more value than broad auctions when aligning on growth, governance, and long-term strategy This episode offers practical perspective for founders and leaders navigating strategic capital decisions in an increasingly complex market. Topics: (00:00:00) - Intro (00:02:41) - Introducing Melvin (00:04:14) - Growing up in northern England (00:06:52) - Engineering at Cambridge and summers in Japan (00:08:57) - Starting at a family office (00:10:35) - Business school and the intentional career path (00:15:00) - Building a GP stakes platform at Blackstone (00:19:10) - Why leave Blackstone for Hunter Point (00:26:04) - The evolution of GP solutions products (00:30:17) - Building enterprise value in investment firms (00:32:25) - Succession as a deal driver (00:35:45) - What makes a persistent right to win (00:47:53) - Advice for founders seeking capital partners (00:50:40) - Where Hunter Point is investing today (00:53:40) - Closing Links: Hunter Point Capital - https://www.hunterpointcapital.com/ Melvin on LinkedIn - https://www.linkedin.com/in/melvin-hibberd-bab4b018b/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/

Brandon Sedloff and Melvin Hibberd explore the evolution of GP solutions and what it takes to build durable enterprise value in private markets. Hibberd, chief investment officer at Hunter Point Capital, shares his path from engineering in northern England to leading investments across a $10 billion platform. The conversation examines how GP solutions expanded from simple minority stakes into a full menu of capital options, and why that shift reflects the maturation of asset management as a business, not just an investing activity.
They discuss:
- Why succession planning will drive transaction volume for the next decade, despite only 38% of GPs having a plan while 96% of LPs say it matters
- How managers' capital needs have evolved beyond permanent equity into preferred capital, NAV lending, and commitment financing
- What defines a persistent right to win in a market where every firm claims proprietary deal flow and differentiated sourcing
- Why bilateral partnerships often create more value than broad auctions when aligning on growth, governance, and long-term strategy
This episode offers practical perspective for founders and leaders navigating strategic capital decisions in an increasingly complex market.
Topics:
(00:00:00) - Intro
(00:02:41) - Introducing Melvin
(00:04:14) - Growing up in northern England
(00:06:52) - Engineering at Cambridge and summers in Japan
(00:08:57) - Starting at a family office
(00:10:35) - Business school and the intentional career path
(00:15:00) - Building a GP stakes platform at Blackstone
(00:19:10) - Why leave Blackstone for Hunter Point
(00:26:04) - The evolution of GP solutions products
(00:30:17) - Building enterprise value in investment firms
(00:32:25) - Succession as a deal driver
(00:35:45) - What makes a persistent right to win
(00:47:53) - Advice for founders seeking capital partners
(00:50:40) - Where Hunter Point is investing today
(00:53:40) - Closing
Links:
Hunter Point Capital - <a href="https://www.hunterpointcapital.com/" rel="noopener noreferrer">https://www.hunterpointcapital.com/</a>
Melvin on LinkedIn - <a href="https://www.linkedin.com/in/melvin-hibberd-bab4b018b/" rel="noopener noreferrer">https://www.linkedin.com/in/melvin-hibberd-bab4b018b/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/" rel="noopener noreferrer">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/" rel="noopener noreferrer">https://www.junipersquare.com/</a>

The Succession Cliff: How Hunter Point Built a Full-Spectrum GP Solutions Platform - Melvin Hibberd - CIO at Hunter Point Capital

Brandon Sedloff sits down with Dan Carr and Peter Weiss, co-founders of Alpaca Real Estate, for a live conversation recorded at their annual Aspen Real Estate Summit. The two met as analysts at JP Morgan in 2011 and spent a decade building expertise at major institutions before launching their own opportunistic real estate private equity fund in late 2022. What sets Alpaca apart is their commitment to building a technology-first culture from inception, treating their data infrastructure and tech stack as foundational to the investment process rather than an afterthought.
They discuss:
- Why timing mattered when they saw the Fed's rate increases creating a repricing moment in commercial real estate
- How they built a seven-stage deal pipeline with 1,000 transactions cataloged in a proprietary data lake before deploying agentic AI
- Their focus on tailwind asset classes like build-to-rent townhomes and infill industrial, where structural demand drives conviction
- The cultural challenge of technology adoption and why organic buy-in matters more than mandates
- Forward purchase structures that shift construction risk to homebuilders while controlling land upfront
This episode offers a practical look at what it takes to launch and scale an investment platform built on data discipline and institutional-grade operations in a shifting market.
Topics:
(00:00:00) - Intro
(00:01:00) - Recording live at Alpaca's Aspen summit
(00:05:20) - Getting into real estate investing
(00:10:23) - Meeting at JP Morgan in 2011
(00:11:35) - Building the REPEN networking group
(00:12:34) - Post-JP Morgan career paths
(00:15:27) - The 2022 wake-up call from Dan
(00:17:49) - Capitalizing a first-time fund
(00:18:35) - Building technology into the DNA
(00:22:56) - Creating clean data infrastructure
(00:26:55) - Cultural adoption of technology
(00:31:42) - Alpaca's investment focus today
(00:33:45) - Residential and industrial strategies
(00:36:04) - Operating with partners versus direct
(00:38:38) - Closing thoughts for investors
Links:
Dan on LinkedIn - <a href="https://www.linkedin.com/in/daniel-carr-98a0a91b/">https://www.linkedin.com/in/daniel-carr-98a0a91b/</a>
Peter on LinkedIn - <a href="https://www.linkedin.com/in/peter-weiss-86675635/">https://www.linkedin.com/in/peter-weiss-86675635/</a>
Alpaca Real Estate - <a href="https://alpacarealestate.com/">https://alpacarealestate.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/">https://www.junipersquare.com/</a>

Brandon Sedloff sits down with Dan Carr and Peter Weiss, co-founders of Alpaca Real Estate, for a live conversation recorded at their annual Aspen Real Estate Summit. The two met as analysts at JP Morgan in 2011 and spent a decade building expertise at major institutions before launching their own opportunistic real estate private equity fund in late 2022. What sets Alpaca apart is their commitment to building a technology-first culture from inception, treating their data infrastructure and tech stack as foundational to the investment process rather than an afterthought. They discuss: - Why timing mattered when they saw the Fed's rate increases creating a repricing moment in commercial real estate - How they built a seven-stage deal pipeline with 1,000 transactions cataloged in a proprietary data lake before deploying agentic AI - Their focus on tailwind asset classes like build-to-rent townhomes and infill industrial, where structural demand drives conviction - The cultural challenge of technology adoption and why organic buy-in matters more than mandates - Forward purchase structures that shift construction risk to homebuilders while controlling land upfront This episode offers a practical look at what it takes to launch and scale an investment platform built on data discipline and institutional-grade operations in a shifting market. Topics: (00:00:00) - Intro (00:01:00) - Recording live at Alpaca's Aspen summit (00:05:20) - Getting into real estate investing (00:10:23) - Meeting at JP Morgan in 2011 (00:11:35) - Building the REPEN networking group (00:12:34) - Post-JP Morgan career paths (00:15:27) - The 2022 wake-up call from Dan (00:17:49) - Capitalizing a first-time fund (00:18:35) - Building technology into the DNA (00:22:56) - Creating clean data infrastructure (00:26:55) - Cultural adoption of technology (00:31:42) - Alpaca's investment focus today (00:33:45) - Residential and industrial strategies (00:36:04) - Operating with partners versus direct (00:38:38) - Closing thoughts for investors Links: Dan on LinkedIn - https://www.linkedin.com/in/daniel-carr-98a0a91b/ Peter on LinkedIn - https://www.linkedin.com/in/peter-weiss-86675635/ Alpaca Real Estate - https://alpacarealestate.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/

Brandon Sedloff sits down with Dan Carr and Peter Weiss, co-founders of Alpaca Real Estate, for a live conversation recorded at their annual Aspen Real Estate Summit. The two met as analysts at JP Morgan in 2011 and spent a decade building expertise at major institutions before launching their own opportunistic real estate private equity fund in late 2022. What sets Alpaca apart is their commitment to building a technology-first culture from inception, treating their data infrastructure and tech stack as foundational to the investment process rather than an afterthought.
They discuss:
- Why timing mattered when they saw the Fed's rate increases creating a repricing moment in commercial real estate
- How they built a seven-stage deal pipeline with 1,000 transactions cataloged in a proprietary data lake before deploying agentic AI
- Their focus on tailwind asset classes like build-to-rent townhomes and infill industrial, where structural demand drives conviction
- The cultural challenge of technology adoption and why organic buy-in matters more than mandates
- Forward purchase structures that shift construction risk to homebuilders while controlling land upfront
This episode offers a practical look at what it takes to launch and scale an investment platform built on data discipline and institutional-grade operations in a shifting market.
Topics:
(00:00:00) - Intro
(00:01:00) - Recording live at Alpaca's Aspen summit
(00:05:20) - Getting into real estate investing
(00:10:23) - Meeting at JP Morgan in 2011
(00:11:35) - Building the REPEN networking group
(00:12:34) - Post-JP Morgan career paths
(00:15:27) - The 2022 wake-up call from Dan
(00:17:49) - Capitalizing a first-time fund
(00:18:35) - Building technology into the DNA
(00:22:56) - Creating clean data infrastructure
(00:26:55) - Cultural adoption of technology
(00:31:42) - Alpaca's investment focus today
(00:33:45) - Residential and industrial strategies
(00:36:04) - Operating with partners versus direct
(00:38:38) - Closing thoughts for investors
Links:
Dan on LinkedIn - <a href="https://www.linkedin.com/in/daniel-carr-98a0a91b/" rel="noopener noreferrer">https://www.linkedin.com/in/daniel-carr-98a0a91b/</a>
Peter on LinkedIn - <a href="https://www.linkedin.com/in/peter-weiss-86675635/" rel="noopener noreferrer">https://www.linkedin.com/in/peter-weiss-86675635/</a>
Alpaca Real Estate - <a href="https://alpacarealestate.com/" rel="noopener noreferrer">https://alpacarealestate.com/</a>
Brandon on LinkedIn - <a href="https://www.linkedin.com/in/bsedloff/" rel="noopener noreferrer">https://www.linkedin.com/in/bsedloff/</a>
Juniper Square - <a href="https://www.junipersquare.com/" rel="noopener noreferrer">https://www.junipersquare.com/</a>

Building an AI-Native Real Estate Investment Firm - Dan Carr & Peter Weiss - Co-Founders of Alpaca Real Estate

Welcome to The Distribution by Juniper Square. Our mission is to empower GPs and LPs to unlock the full potential of their private partnerships through the power of digitization and to radically expand opportunities in private markets.The Distribution 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. On each episode, we'll be covering topics related to the impact of technology and digital transformation, how private markets are responding to the current macroeconomic conditions, and what's next for commercial real estate, venture capital, and private equity. Join us for honest and unscripted conversations about all of this, and more. Visit us online at https://www.junipersquare.com/Connect with Brandon Sedloff on LinkedIn: https://www.linkedin.com/in/bsedloff/Feedback survey: <a href="https://forms.gle/LZTwek5mS9nxmnhk9">https://forms.gle/LZTwek5mS9nxmnhk9</a>

Welcome to The Distribution by Juniper Square. Our mission is to empower GPs and LPs to unlock the full potential of their private partnerships through the power of digitization and to radically expand opportunities in private markets. The Distribution 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. On each episode, we'll be covering topics related to the impact of technology and digital transformation, how private markets are responding to the current macroeconomic conditions, and what's next for commercial real estate, venture capital, and private equity. Join us for honest and unscripted conversations about all of this, and more. Visit us online at https://www.junipersquare.com/ Connect with Brandon Sedloff on LinkedIn: https://www.linkedin.com/in/bsedloff/ Feedback survey: https://forms.gle/LZTwek5mS9nxmnhk9

Welcome to The Distribution by Juniper Square. Our mission is to empower GPs and LPs to unlock the full potential of their private partnerships through the power of digitization and to radically expand opportunities in private markets.The Distribution 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. On each episode, we'll be covering topics related to the impact of technology and digital transformation, how private markets are responding to the current macroeconomic conditions, and what's next for commercial real estate, venture capital, and private equity. Join us for honest and unscripted conversations about all of this, and more. Visit us online at https://www.junipersquare.com/Connect with Brandon Sedloff on LinkedIn: https://www.linkedin.com/in/bsedloff/Feedback survey: <a href="https://forms.gle/LZTwek5mS9nxmnhk9" rel="noopener noreferrer">https://forms.gle/LZTwek5mS9nxmnhk9</a>

Welcome to The Distribution by Juniper Square

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.

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