Josh Parker

speaker

413 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Josh Parker’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · 3 Principles Used to Raise $500M in 2 Years · 29 Jun 2026 podcast

So, you know, they look there.

the liabilities on their balance sheet and they need an asset to match it.

And the more perfectly you can match those things, the better capital allocation you've got and the better pricing ultimately you're going to get.

So a lot of that is about asset selection and investor selection and ensuring they're both aligned.

If your investment thesis is around taking advantage of a demographic shift in a market and merchant building apartments and flipping those while you've got a period of rising rents, you don't need to be looking for that type of capital from a long-term insurance company investor.

Now, if your thesis is this is going to be a really durable market over time and we're going to be able to preserve capital and generate revenue,

you know, coupons, then, then you're aligning to that, that longer term capital.

So some of it was just understanding what type of asset you have, what type of investment strategy you have, and then, and then the alignment of that investor to it.

You know, you, you threw out a couple of different like family office, pension fund insurance.

Different investors have different priorities.

Some could be very focused on IRR and fast multiples because that's the way they're compensated or that's the way they've got to generate a return in order to make up for a period without growth.

A lot of those investors that we talk to think about long duration and long hold assets, which is really what aligns best to the way universities think and operate, are most worried about capital preservation,

you know, predictable income growth and that duration that you talked about.

So, you know, you're needing to think about how those two things are going to line up.

And what you don't want to do is find yourself in a situation where you're forced to act.

And so you need to be thoughtful about even when we're doing a development,

project with the university, it may be a bill to suit or it may have some some level of stabilization risk.

We're going to we're going to fund that with a bucket of capital that's looking for more of an opportunistic return profile, even though it's been a de-risk opportunistic return profile, something that we know the capital wants to cycle in and out.

And then we're going to set up a framework for fair value transfer into a longer, longer vehicle.

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