The Real Assets Investment Team focuses on global real asset investment opportunities that have the potential to generate consistent distribution yields and compelling risk-adjusted total returns. We remain highly selective, while seeking to deploy capital in situations in which we believe we have a competitive advantage in gaining access to and evaluating high-quality assets alongside leading general partners and operators. We believe this approach, coupled with thoughtful and deliberate portfolio construction, provides our clients with diversified and well-managed exposure to global real assets.
- Highly selective, investing in only 2.07% of $31.2B+ worth of transactions reviewed from 2019-2022
- Actively investing in real assets since 1999, the team today manages more than $13.5 billion of AUM and $142.9 billion of AUS
- Unique access within the sector due to investment relationships with 500+ individual managers, leading to visibility on differentiated, often off-market opportunities across sub-sectors1
Who they areU.S. transportation lessor and solutions provider with a fleet of over 100k owned trailers, marine chassis and containers across 71 locations
Why it mattersThe rise of e-commerce and transportation volumes has bolstered demand for the company’s technology-based equipment leasing solution.
The bottom lineThe sponsor and in-place management team have exhibited the ability to capture growth initiatives by reshaping the company through both acquisitions and organic initiatives.
The HL advantageOur status as a preferred partner to the sponsor and our ability to execute in a short timeframe provided us with a full commitment to an oversubscribed transaction that saw several peers cut back. Further, our direct access to a number of competing businesses allowed for extensive reference-checking on the business, market dynamics and investment thesis.
Who they areThe largest independently owned solid waste management and recycling company in North Carolina.
Why it mattersPinehurst provides an essential public service through its waste management operations, servicing Raleigh and Durham, which are currently ranked as two of the fastest-growing markets in the U.S. Further, the company’s scaled platform of landfills owned through life-of-site contacts, transfer stations and collection vehicles create barriers to entry for new and smaller operators.
The bottom lineOur proprietary sourcing network allowed us to gain access to this unique opportunity, while our deep sector knowledge and industry contacts provided valuable insights into the deal.
The HL advantageOur knowledge of the market and breadth of resources allowed us to bring institutional capital to an unconventional process. Further, as a minority co-investor, we were allowed advantaged insights early in the underwriting process.
Project Seaside LNG
Who they areCo-investment in a privately held small-scale LNG liquefaction facility and LNG bunkering barge operation backed by long-term contracts with two blue chip companies.
The HL advantageHL has had a long relationship with the sponsor, an energy specialist who has maintained a presence in the local market since inception. The sponsor’s experience allowed them to be the preferred bidder in the process, as other bidders lacked the committed capital or had Jones Act restrictions.
The bottom lineHL’s relationship with the GP allowed us to participate in a unique and irreplicable opportunity, highlighted by growing demand for LNG, limited bunkering supply, contracted cash flows and expansion options.
We leverage our global platform, information advantages and deep sector expertise in real estate, infrastructure and natural resources to identify what we believe to be the best risk-adjusted investment opportunities for our clients and managed accounts.
Head of Real Assets Investments
Greater insight driven by a robust technology platform
Hamilton Lane’s continued investment in private markets technology solutions provides unparalleled access to information including a database with more than 20,700+ funds, 13,350 unique managers, and 147,500+ companies, properties and assets. Further, each year the firm participates in over 1,300 meetings with general partners on average, and reviews 1,100+ PPMs. Together, these insights help enable Hamilton Lane to be a more informed investor and a valuable strategic partner to managers, thereby providing access to unique opportunities.