What private wealth wants from real estate operators

Описание: In a recent episode of The Distribution, a podcast for the private markets from Juniper Square, a live panel conversation is moderated by Brandon Sedloff, chief real estate officer at Juniper Square, with Brian Cho, president, Peachtree PC Investors, senior vice president, investor relations and operations at Peachtree Group, Mark Shoberg, director of alternative investments, senior advisor at GenTrust, and Mark Neely, partner and CIO at Capital Creek Partners, recorded at the Institute for Real Estate Operating Companies' 2025 iREOC Annual Membership Meeting in Austin, Texas.

The discussion focuses on the growing importance of private wealth as a capital source for real estate operating companies and investment managers. Drawing from perspectives across family offices, OCIOs and active operators, the panel unpacks how private wealth allocators think about portfolio construction, manager selection and structure in today’s market. The conversation offers a candid look at what actually drives decisions behind the scenes and how sponsors can more effectively engage this increasingly influential channel.

The panel discusses:

How private wealth allocators approach portfolio construction across public markets, private equity and real estate
The role of tax efficiency, liquidity preferences and structure in private wealth investment decisions
What family offices and OCIOs look for beyond track record when evaluating real estate managers
How investor education differs across advisors, allocators and end clients in the wealth channel
Where panelists see the most compelling opportunities in equity, debt and special situations over the next 12 to 18 months