Elizabeth Bell | Hamilton Lane’s Managing Director and Co-Head of Real Estate

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Elizabeth Bell | Hamilton Lane’s Managing Director and Co-Head of Real Estate

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Elizabeth Bell of Hamilton Lane explains how LPs evaluate managers and find opportunity in GP recaps and operator-led deals. Elizabeth Bell, Hamilton Lane’s Principal of Real Estate Assets, joins Nancy Lashine to share how her emerging markets background shapes her approach to LP investing. Elizabeth’s team puts roughly $2.5 billion to $3 billion to work each year, more than 90% of it on a discretionary basis. She says that today the market is much more operator-centric than it has been in the past, which informs the way her team constructs portfolios today. [00:18:40] “You’re going to make money in today’s market by working with the operators that know how to drive NOI at the asset. It's not a sector allocation game. It's an asset selection game.” That view shapes her appetite for GP recaps, where the operator stays in place and the seller needs liquidity. Drawing on her years on the GP side, Elizabeth explains how she judges managers beyond performance, from team turnover to decisions made at exit. She also shares the thinking behind some of her strongest investment decisions to date: [00:53:23] “I think honestly the best decision is purposely pausing and not taking action. And I think that is so hard. I'm inclined to action. . . . but there are points where you should pause, evaluate, slow down. . . . meddling sometimes creates more problems.” Elizabeth also outlines how she would launch a fund today: start small with people she trusts and build a track record over time. Links Elizabeth Bell | LinkedIn Hamilton Lane | Website

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