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Posted Dec 12, 2025

# The Capital Stack Reset: Creating Opportunities in Real Estate

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Neville Rhone joins host Brandon Sedloff on _The Distribution_ for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generating durable returns. Neville also breaks down today’s capital-constrained environment, the structural challenges facing owners, and how Arc is positioning itself as a solution provider during a period of dislocation. The discussion closes with a look at where he sees the greatest opportunities ahead and what GPs should know before reaching out.

They discuss:

- Neville’s early influences and shift from engineering into real estate
- Key takeaways from roles at Morgan Stanley and Canyon Partners
- The founding of Arc Capital Partners and the firm’s middle-market focus
- How today’s capital crisis is creating opportunities for structured solutions
- The sectors and geographies Arc is prioritizing over the next several years

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The Distribution by Juniper Square

The Capital Stack Reset Creating Opportunities in Real Estate - Neville Rhone - Co-Founder & Managing Partner - Arc Capital Partners

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## Description

Neville Rhone joins host Brandon Sedloff on The Distribution for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generating durable returns. Neville also breaks down today’s capital-constrained environment, the structural challenges facing owners, and how Arc is positioning itself as a solution provider during a period of dislocation. The discussion closes with a look at where he sees the greatest opportunities ahead and what GPs should know before reaching out.

They discuss:
• Neville’s early influences and shift from engineering into real estate
• Key takeaways from roles at Morgan Stanley and Canyon Partners
• The founding of Arc Capital Partners and the firm’s middle-market focus
• How today’s capital crisis is creating opportunities for structured solutions
• The sectors and geographies Arc is prioritizing over the next several years

Links:

Neville on LinkedIn - [https://www.linkedin.com/in/neville-rhone-jr-60936a3/](https://www.linkedin.com/in/neville-rhone-jr-60936a3/)

Arc Capital Partners - [https://arccapitalpartners.com/](https://arccapitalpartners.com/)

Brandon on LinkedIn - [https://www.linkedin.com/in/bsedloff/](https://www.linkedin.com/in/bsedloff/)

Juniper Square - [https://www.junipersquare.com/](/content/site-root.html)

Topics:

(00:00:00) - Intro
(00:02:09) - Neville's background and career
(00:13:07) - Joining Canyon Partners
(00:19:26) - Founding Arc Capital Partners
(00:23:19) - Early challenges and successes
(00:27:52) - The importance of investing during difficult times
(00:29:55) - Current state and future of Arc Capital
(00:32:25) - Navigating capital crises
(00:33:11) - Advice for aspiring institutional capital raisers
(00:35:44) - Opportunities in the middle market
(00:39:49) - Arc Capital's investment focus
(00:47:19) - Future opportunities and focus areas
(00:53:46) - Conclusion and contact information

Posted Dec 12, 2025

# The Capital Stack Reset: Creating Opportunities in Real Estate

[Contact us](/content/learn-more/index.html)

They discuss:

Megaphone Embeddable Player

The Distribution by Juniper Square

The Capital Stack Reset Creating Opportunities in Real Estate - Neville Rhone - Co-Founder & Managing Partner - Arc Capital Partners

00:00:00

Forward 15 seconds

Back 15 seconds

00:00:00

[Save to Spotify](https://open.spotify.com/show/5ysEwoATUSEiol96NZgR8L?intent=1 "Save to Spotify")

Subscribe

Description

## Share The Distribution by Juniper Square

Share this episode with your friends

[Download episode](https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/DTSOS9528291661.mp3?source=player)

## Subscribe to The Distribution by Juniper Square

Keep up to date by subscribing to this podcast

## Description

Links:

Neville on LinkedIn - [https://www.linkedin.com/in/neville-rhone-jr-60936a3/](https://www.linkedin.com/in/neville-rhone-jr-60936a3/)

Arc Capital Partners - [https://arccapitalpartners.com/](https://arccapitalpartners.com/)

Brandon on LinkedIn - [https://www.linkedin.com/in/bsedloff/](https://www.linkedin.com/in/bsedloff/)

Juniper Square - [https://www.junipersquare.com/](/content/site-root.html)

Topics:
