The Distribution by Juniper Square
The Distribution by Juniper Square
Juniper Square
The Real Estate Inflection Point: Why Volatility Is the Greatest Source of Alpha - Todd Briddell - CEO of CenterSquare Investment Management
57 minutes Posted Apr 21, 2026 at 5:00 am.
) Intro
) Todd’s career and background
) Making decisions absent information
) The early days of CenterSquare and becoming CEO
) What CenterSquare looks like today
) CenterSquare’s global footprint
) Having a data-driven approach
) The intersection of public and private markets
) How institutions should think about working with individual investors
) Where Todd is focusing over the next 18 months
0:00
57:28
Download MP3
Show notes
Brandon Sedloff sits down with Todd Briddell to explore the evolution of CenterSquare and the principles that have shaped its investment philosophy across public and private real estate markets. Todd reflects on his early career moments that defined his approach to decision-making, leadership, and fiduciary responsibility, while walking through the firm’s journey from a small startup to a global platform. The conversation dives into how CenterSquare integrates data, technology, and thematic investing across asset classes, and why combining public and private market insights creates a differentiated edge. Todd also shares his perspective on market structure, volatility, and the growing role of individual investors in private markets.
They discuss:
How early career experiences shaped Todd’s approach to risk, leadership, and acting as a fiduciary
Why empowering teams to make decisions without constant oversight builds stronger organizations
How CenterSquare uses data and repeatable frameworks to identify and scale investment strategies
The advantages of integrating public and private real estate insights to generate alpha
Why volatility in public markets can be a powerful opportunity rather than a risk
Links:
Todd on LinkedIn - https://www.linkedin.com/in/todd-briddell/
CenterSquare Investment Management - https://www.centersquare.com/
Brandon on LinkedIn - ⁠⁠https://www.linkedin.com/in/bsedloff/⁠⁠
Juniper Square - ⁠⁠https://www.junipersquare.com/⁠⁠
Topics:
(
(
(
(
(
(
(
(
(
(