Ep.46: What Makes an Exceptional CRE Investment Manager - Scott Davies - Managing Director & Co-Head of Real Estate at Hamilton Lane

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?