Todd S. Rich, Co-Founder and Head of Real Estate at Declaration Partners, brings over 20 years of expertise in real estate investing. He discusses how family offices navigate private markets, emphasizing their unique patience and strategic thinking compared to institutional investors. Todd shares insights on key asset classes like multifamily, industrial, and self-storage, along with the importance of partnership in investing. He also reflects on the balance between financial returns and philanthropic values, highlighting the ethos guiding Declaration Partners.

Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, breaks down her impressive journey from an early finance enthusiast to leading a major player in alternative investments. She emphasizes the transformative power of education in empowering advisors and clients alike to make informed decisions. Joan discusses the importance of authenticity in communication and the need for diversity in finance, along with strategies for navigating market challenges. Her insights on scaling and adapting Blackstone's offerings are essential for thriving in today’s competitive landscape.

Darren Fisk, Founder and CEO of Forum Investment Group, shares insights from his 20+ years in real estate and finance, with a unique twist from his NFL background. He discusses his transition from mortgage banking to establishing a multifamily investment platform, emphasizing resilience and relationship-building. Fisk explores the importance of educating registered investment advisors about multifamily properties' potential amidst current housing market challenges, and highlights the enduring value of partnerships in real estate.

Larry Heard, CEO of Transwestern, draws on over 40 years of real estate expertise to share insightful reflections on his career journey and the evolution of his company. He discusses the strategic focus on industrial logistics and multifamily assets, as well as the importance of adaptability during economic downturns. Heard emphasizes the value of empowering leadership and community engagement, along with practical career advice like the significance of mentorship and personal relationships in real estate.

Wes Whitman, Co-Founder and Co-Managing Partner of Whitman Peterson, brings extensive experience from Greystar to the table. He dives into the concept of GP-aligned investing, explaining its role in strategic partnerships. The conversation highlights case studies like AutoCamp and Hilton, showcasing how collaboration enhances visibility and efficiency. They also discuss investment strategies across alternative living sectors, addressing the housing crisis, and share insights on revitalizing properties like Sundance Resort. Wes emphasizes the importance of industry relationships for growth.

Goodwin Gaw, Founder and Managing Principal of Gaw Capital Partners, shares his journey from Hong Kong to leading a global real estate powerhouse. He discusses the surge of cross-border capital when Asia opened up in the '90s and reveals what made Chinese assets attractive to US investors. Gaw also highlights unique opportunities in post-COVID markets, especially in Japan and South Korea. His insights on investor appetite for China and the significance of local partnerships provide a fresh perspective for aspiring real estate entrepreneurs.

Seth Singerman, the Managing Principal and Founder of Singerman Real Estate, shares his journey in establishing a value-driven firm focused on opportunistic investments. He discusses market trends and the impact of real estate dislocations, highlighting strategic investment opportunities in hospitality and industrial sectors. Seth emphasizes the importance of team dynamics, leadership, and the necessity of relationships in real estate management. Moreover, he explores critical principles that drive successful real estate investing, particularly during times of market volatility.

Krysto Nikolic, Senior Managing Director and Global Head of Real Estate at ICG, shares his journey from a small town in Scotland to leading strategic real estate investments. He discusses the evolving landscape in Europe, highlighting the impact of geopolitical shifts on market dynamics. Krysto explores underappreciated asset classes, particularly in social infrastructure and logistics. He emphasizes the importance of local relationships and insights while navigating the complexities of the post-COVID real estate sector.

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-usScott 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?

Michael Episcope, Co-Founder and Co-CEO of Origin Investments, discusses his transition from commodities trading to real estate, highlighting his quest for financial independence. He shares insights on building a robust investor base, effective investor relations, and the importance of trust. Michael also examines the current dynamics of the multifamily market and investment strategies in today's unpredictable landscape. He emphasizes the significance of transparency with investors and shares his excitement for future opportunities in the real estate sector.