Seth Singerman is the Managing Principal and Founder of Singerman Real Estate, a value-driven real estate firm focused on executing opportunistic, cycle-resilient investments across all major asset classes.

Links:

Singerman Real Estate - https://www.singermanre.com/

Seth on LinkedIn - https://www.linkedin.com/in/seth-singerman-a6811ba/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:38) - Seth’s background and career

(00:10:59) - Making the leap to start Singerman

(00:13:16) - Singerman’s size and scale

(00:20:08) - Investing Strategies

(00:29:38) - What trends are you seeing in the market?

(00:33:48) - The hospitality thesis

(00:37:01) - The investment opportunity in public markets

(00:41:27) - Leadership lessons and philosophies

Krysto Nikolic is a Senior Managing Director and Global Head of Real Estate at ICG.

Before joining ICG, he was Head of European Real Estate at Starwood Capital Group, serving on its Global Investment and Operating Committees.

Previously, Krysto was a Partner at TPG and started his career at Goldman Sachs International.

Krysto has led over $14 billion of real estate acquisitions and served on the Board of Directors of multiple portfolio companies and real estate platforms.

Links:

ICG - https://icgam.com/

Krysto on LinkedIn - https://www.linkedin.com/in/krysto-nikolic/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:32) - Krysto’s background and career

(00:14:46) - 2012 market dynamics

(00:17:19) - The transformation of European platform investing

(00:19:26) - Experiences at TPG

(00:25:42) - Joining Starwood

(00:30:35) - Transitioning to ICG

(00:35:42) - ICG’s real estate platform

(00:48:42) - The state of the European markets

(00:56:57) - Undervalued asset classes & markets

Scott is a Managing Director and Co-Head of Real Estate on the Real Assets Investment team where he is responsible for the evaluation and due diligence of private real estate investment opportunities. He is a member of the Real Assets Investment Committee.

From 2011 until joining Hamilton Lane in 2017, Scott was a Senior Consultant with Real Asset Portfolio Management LLC focused primarily on the Firm’s real estate investment initiatives with secondary support on other asset classes. Previously, Scott worked in San Diego, California for two private investment firms where he focused on acquiring and trading commercial real estate whole loans and real estate as well as leading underwriting efforts for acquisition of commercial and residential real estate and debt opportunities.

Links:

Hamilton Lane - https://www.hamiltonlane.com/en-us

Scott on LinkedIn - https://www.linkedin.com/in/scott-davies-06ab503/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:05) - Scott’s background and career

(00:15:22) - What is Hamilton-Lane’s footprint today?

(00:18:48) - Bringing the best ideas to clients

(00:20:50) - Why haven’t people heard of HL?

(00:22:28) - What are the table stakes for an exceptional investment manager?

(00:28:49) - Does HL have its own discretionary investment vehicle?

(00:30:32) - What are you seeing in terms of investor appetite?

(00:31:50) - How do you work with investment managers?

(00:33:41) - How are you looking at the performance track records in the post-ZIRP era?

(00:38:10) - How do you think about operational due diligence?

(00:41:00) - What are you seeing in the market today?

(00:48:29) - Has the private wealth side of Hamilton Lane crossed over into real assets?

(00:50:03) - What do you want to see more in your flow?