The Distribution by Juniper Square What Private Wealth Wants From Real Estate Operators - Live From iREOC 2025 in Austin, Texas
Jan 30, 2026
Mark Sjoberg, CIO at Capital Creek Partners focused on asset allocation for large families. Mark Neely, Director of Alternatives at GenTrust who sources and diligences private investments. Brian Cho, head of distribution at Peachtree Group working across equity, hotels, and credit. They discuss how private wealth allocators build portfolios, preferences for structures and liquidity, the rise of operational due diligence, and where opportunities lie in debt and special situations.
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Track Record Is A Signal, Not The Whole Story
- Managers should present organizational depth, process, and longevity, not just a single-deal pitch.
- Wealth allocators evaluate the partner as much as the deal to judge repeatable future performance.
Use Bad Deals To Prove Process
- When your track record has gaps, explain the causes and show how your process will prevent repeats.
- Use bad-deal postmortems to demonstrate learning and operational resilience.
Prepare For Operational Due Diligence
- Clean up governance, operations, and documentation because wealth allocators now do rigorous operational due diligence.
- Prepare ODD materials and third-party controls to pass RIA and aggregator reviews.