(54) How Institutional Investors Really Look at Development Risk - Jeff Thomas - KingSett Capital

(54) How Institutional Investors Really Look at Development Risk - Jeff Thomas - KingSett Capital

May 7, 2026 · 54 min · Episode 54

About this episode

Jeff Thomas discusses how institutional capital approaches risk in real estate development.

Send us Fan Mail In this episode, Jeff Thomas, Group Head of Development at KingSett Capital, explains how the Canadian private equity firm invests in Canadian commercial real estate through development, joint ventures, and lending. He describes transitioning from brokerage (co-founding and selling Ashler Urban to Cushman & Wakefield) to development, emphasizing that long-term relationships, trust, transparency, and early delivery of bad news are critical to managing risk across KingSett’...

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