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The Distribution by Juniper Square

The Distribution by Juniper Square

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 2023 Economics Personal Finance
Episodes
  • 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 mins
  • Logistics, Data Centers, and Energy Growth in Asia - Trent Iliffe - Founder & CEO of LŌ-GOI Group

    Logistics, Data Centers, and Energy Growth in Asia - Trent Iliffe - Founder & CEO of LŌ-GOI Group
    Sep 12 2025
    In this episode of The Distribution, host Brandon Sedloff speaks with Trent Iliffe about his unconventional path from aspiring filmmaker to leading logistics and data center development across Asia. Trent reflects on his early career in industrial real estate, the founding of LŌ-GOI Group, and how he helped grow the platform into a major player in the region. He shares candid insights into navigating partnerships, raising institutional capital, and ultimately reshaping his focus toward logistics, data centers, and renewable energy. The conversation also explores the opportunities and challenges in emerging markets like India and Vietnam, and the importance of knowing what you don’t want to be as an entrepreneur. They discuss: Trent’s early career shift from film to industrial real estate The founding and evolution of Logos into a global logistics platform Launching LŌ-GOI Group with a focus on logistics, data centers, and renewable energy Market dynamics and growth opportunities in India and Vietnam Lessons in leadership, partnerships, and maintaining control as an entrepreneur Links: Trent on LinkedIn - https://www.linkedin.com/in/trent-iliffe-81219573/ LŌ-GOI Group - https://lo-goigroup.com/ Topics: (00:00:00) - Intro (00:02:24) - Trent's early career: From film to industrial real estate (00:03:11) - Building a career in industrial real estate (00:04:07) - Venturing into China: Setting up industrial business (00:05:15) - The birth of LŌ-GOI Group: Convincing investors in Australia (00:17:07) - Expanding horizons: From Australia to China (00:18:38) - Navigating partnerships and growth (00:23:27) - The evolution of LŌ-GOI Group: From logistics to data centers (00:31:11) - Renewable energy ventures (00:32:30) - Investment strategies and challenges (00:35:50) - Market insights: India and Vietnam (00:39:06) - Vietnam's manufacturing boom (00:44:58) - India's economic transformation (00:47:14) - Investor profiles and market dynamics (00:54:57) - Lessons from an entrepreneurial journey (00:58:13) - Conclusion and contact information
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    1 hr and 1 min
  • Lessons From 45 Founders of Real Estate Private Equity Firms - Jonathan Glick - Managing Partner at Incubation Capital

    Lessons From 45 Founders of Real Estate Private Equity Firms - Jonathan Glick - Managing Partner at Incubation Capital
    Sep 9 2025
    Recorded live in Sundance, Utah, this episode of The Distribution features host Brandon Sedloff in conversation with Jonathan Glick at the conclusion of the fourth annual REEL Conference. Together, they reflect on the event’s intimate and candid discussions with 45 founders and entrepreneurs in middle market real estate. The conversation covers the challenges of today’s market cycle, shifting capital structures, the role of technology and AI, and the importance of leadership and team culture in navigating uncertainty. They discuss: Why adaptability and creativity will determine success in the next real estate cycle Key capital formation trends, including the rise of co-investments and diversified structures How AI and technology are reshaping investment firms and talent strategies The importance of storytelling and differentiation in attracting capital Evolving approaches to compensation, retention, and building durable teams Links: Incubation Capital Jonathan on LinkedIn Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:02:41) - REEL (00:04:51) - Key takeaways from the REEL conference (00:05:43) - Capital flows and market realities (00:07:43) - Challenges and opportunities in real estate (00:12:07) - The messy middle and capital structures (00:22:16) - AI and technology in private markets (00:33:06) - AI expectations and industry adaptation (00:34:06) - The role of technology in real estate (00:36:22) - Importance of relationships in real estate (00:45:08) - Compensation and talent retention (00:54:07) - Final thoughts and advice for founders
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    59 mins
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