In this episode of The Distribution, Brandon Sedloff sits down with Henry Steinberg, Global Head of EQT Real Estate, to discuss the evolution of one of the world’s largest real estate investment platforms. Henry shares the story of his path into the industry, from consulting and business school to building a career in logistics real estate through Liberty Property Trust and Exeter Property Group before merging with EQT in 2021. The conversation explores how sector specialization, operational expertise, and scale have shaped EQT Real Estate’s strategy today. Henry also explains how data, geospatial analytics, and AI are transforming investment decisions across global real estate markets.
They discuss:
• Henry’s career journey from Arthur Andersen consulting to real estate investing
• The history from Liberty Property Trust to Exeter Property Group and the merger with EQT
• Why specialization in logistics real estate created a durable competitive advantage
• How EQT uses geospatial data and analytics to evaluate acquisitions and development opportunities
• Market outlook for logistics, student housing, and data centers across the US and Europe
Links:
EQT Real Estate - https://eqtgroup.com/real-estate
Henry on LinkedIn - https://www.linkedin.com/in/henry-steinberg-5653ba223/
Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/
Juniper Square - https://www.junipersquare.com/
Topics:
(00:00:00) - Intro
(00:01:58) - Henry’s background and career
(00:15:31) - Liberty to Exeter origins
(00:20:46) - Exeter growth and EQT merger
(00:24:49) - Eqt platform and scale
(00:26:26) - Real estate strategy mix
(00:27:16) - Diversifying beyond logistics
(00:27:44) - Living and logistics growth
(00:31:17) - Scale through data and AI
(00:39:10) - Geospatial data edge
(00:43:52) - Student housing signals
(00:46:14) - Logistics outlook US vs Europe
(00:52:06) - Build or buy expansion
