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?

Michael Episcope co-founded Origin Investments in 2007. Michael is co-CEO, co-chairs the investment committee and oversees investor relations and capital raising.

Links:

Origin Investments - https://origininvestments.com/

Michael on LinkedIn - https://www.linkedin.com/in/michaelepiscope/

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

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

Topics:

(00:00:00) - Intro

(00:01:34) - Origin Investments and Michael’s career

(0010:54) - Building Origin

(00:17:02) - How were you able to build your investor base?

(00:21:25) - How would you describe the typical Origin investor?

(00:24:57) - How do you approach investor relations?

(00:27:14) - What is your fund structure?

(0:30:24) - What are you seeing in terms of investor appetite?

(00:33:24) - How does it work structurally when you go outside your investment base to raise?

(00:39:43) - What is Origin’s AUM?

(00:41:39) - What are you seeing in the multifamily market these days?

(00:45:54) - AI

(00:51:37) - 2025 insights

(00:53:02) - How do you think about enterprise value?

(00:59:21) - What are you most excited about for the next 3-5 years?