Carly is Global Chief Investment Officer and Head of Investments for Nuveen Real Estate. Nuveen Real Estate is one of the world’s leading investment managers with over $150 billion in assets under management. Globally, she leads a team of 350+ investment professionals responsible for all transactional and asset management functions. Carly is also a member of the Global Executive Leadership team.

On this episode, we discuss:

• Problems in the market today
• Nuveen's pre-covid pivot away from office
• Core drivers in Nuveen's markets
• Affordable housing, Industrial, and Retail assets

Links:

Nuveen

Carly on LinkedIn

OpenAI's Sora Announcement

Brandon on LinkedIn

Juniper Square

Topics:

(00:00:00) - Intro

(00:00:37) - Carly’s background and career

(00:07:35) - How would you describe your role?

(00:09:58) - Are there any experiences that were formative in becoming a Global CIO?

(00:12:54) - What are some problems that are top of mind when looking at the markets?

(00:16:09) - Pivoting from office into housing and industrial pre-covid

(00:18:35) - Nuveen’s asset allocation

(00:24:47) - Have you changed your approach to recruiting talent?

(00:28:14) - What are some core drivers in the regions where you have assets?

(00:31:45) - What sectors of the US are you leaning into?

(00:35:04) - Affordable housing & mixed use

(00:41:38) - How is ecommerce impacting physical retail?

(00:45:18) - Thoughts on industrial

(00:49:10) - How to get in touch

Mr. Braffman is a member of the Infrastructure Advantage Investment Committee and the Real Assets Investment Committee. He leads the firm’s real estate practice and is responsible for managing investment activities, product development, and growth.

On this episode, Peter and Brandon discuss:

• GCM Grosvenor and Investing strategies
• Defining the emerging manager
• Stakes investing
• Creating enterprise value

Links:

GCM Grosvenor

Juniper Square

Brandon on LinkedIn

Topics:

(00:00:00) - Intro

(00:00:36) - Peter’s background and career

(00:08:00) - The Resolution Trust Corporation

(00:12:58) - GCM Grosvenor

(00:19:52) - Investing Strategies

(00:27:58) - Defining an emerging manager

(00:29:32) - How important is the type of capital to your investing thesis?

(00:32:20) - Stakes investing

(00:37:37) - Creating enterprise value

(00:40:54) - GCM’s investing strategy

(00:48:30) - Advice for investors

(00:54:45) - How are you thinking about niche asset classes today?

(01:00:30) - Getting in touch with Peter

The views presented in the podcast are my own and may not represent the views of GCM Grosvenor or others. Also, any specific names are provided only as example. Further, past performance is not indicative of future results.

Since co-founding Peachtree Group in 2007, Greg has successfully overseen investments of approximately $10.0 billion in commercial real estate and various other enterprises.

With over 24 years of experience, he brings extensive credit and equity investing expertise, particularly in hotels and other commercial real estate assets. Greg was formerly senior vice president of business development for Specialty Finance Group, originating more than $2.0 billion of credit transactions. Previously, he was vice president of business development for GMAC Commercial Mortgage Asset-Backed Lending Division. During his six-year tenure, he originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure exceeding $10.0 billion.

Links:

Peachtree Group

Brandon on LinkedIn

Juniper Square

Topics:

(00:00:00) - Intro

(00:00:36) - Greg’s upbringing and early career

(00:07:55) - Experiencing real estate as a kid

(00:10:05) - Building Peachtree

(00:17:46) - Bringing asset management in-house during the GFC

(00:19:45) - Who was making up your investor base during that time?

(00:20:58) - The early evolutions of Peachtree

(00:25:32) - What does Peachtree look like today?

(00:29:20) - What does the investment team look like and how do you capitalize deals?

(00:33:30) - CPACE

(00:38:45) - Where are you focused in hospitality right now?

(00:47:29) - What questions should investors be asking to have a better knowledge base on hospitality?

(00:50:07) - What are your thoughts on the macro environment?

(00:55:08) - Are there any assets you’re avoiding?

(00:56:19) - What’s driving the American consumer right now?