Insights
Capital market insights for modern private partnerships
Providing industry insights, content guides, and other Partnership Enablement resources to support our customers and their investment partners through every stage of partnership.
The Model Isn't the Bottleneck: Why the Fund Operating System Decides the Next Decade
In the agent era, the fund operating system outlasts the model and Juniper Square has spent twelve years encoding it.
Demographics as Destiny: Building a $21B Platform on Mission-Critical Real Estate
Brandon Sedloff and Al Rabil discuss navigating real estate cycles, building investment platforms, and identifying mission-critical assets with decades of demand ahead.
The Overcaution Discount: How Tightening Supply Makes Today's Commercial Real Estate Undervalued
Hessam Nadji, President and CEO of Marcus & Millichap, joins Brandon Sedloff to share his remarkable journey from immigrating to the United States from Iran to leading one of the largest commercial real estate brokerage firms in the country.
The Legal Catbird Seat: How Data and AI Are Reshaping Private Credit and Fund Finance
Brandon Sedloff and Matt Schwartz explore the evolution of fund finance and private credit on The Distribution.
A Contrarian's Vindication: Why Grocery-Anchored Retail Is Entering a 7-Year Rental Growth Super Cycle
Brandon Sedloff and Brian Kosoy explore the transformation of retail real estate from distressed contrarian bet to institutional favorite.
Fundraiser Feature: Zach Johnson at Frist Cressey Ventures
How Frist Cressey Ventures raised Fund 4 with a lean team, a mission-driven thesis, and one platform—no spreadsheets required.
Why Market Returns Require More Than Market Risk: An 80-Year Diversification Playbook
Michael Levy joins Brandon Sedloff for a wide-ranging conversation on leadership, institutional evolution, and the long arc of building durable businesses.
Finding Alpha in Middle Market Real Estate
Brandon Sedloff sits down with Collin Laffey, who leads U.S. real estate efforts at LFPI, to unpack how one of the most active allocators in private markets evaluates managers, structures long-duration capital, and identifies opportunity across real estate funds and co-investments.
Rebuild the Factory: How GPs Should Be Thinking About AI
AI is reshaping private markets operations, but only for firms that build around it, not on top of what already exists. Here's what that looks like in practice.
A Vendor Delivers Outputs. A Partner Drives Outcomes.
A completed report is an output. Raising your next fund at twice the speed is an outcome. Here's what separates a vendor from a true operations partner.
Why Private Capital Is Waking Up to Net Lease
Jonathan Pong joins Brandon Sedloff to discuss the evolution of Realty Income from one of the original net lease REITs into a global real estate platform spanning public and private capital markets.
From Outputs to Outcomes with AI
Juniper Square's Brandon Rembe explains why private fund managers must rebuild their operating models around agentic AI—and how to take the first step without overwhelming the firm.