- What's Drippin'
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- đ¤ Hamilton Lane Goes Retail and MANTRA to Tokenize $1B in Real Estate
đ¤ Hamilton Lane Goes Retail and MANTRA to Tokenize $1B in Real Estate
đ´ Your Weekly Security Token Digest
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Goooood Morning, Rainmakers! âď¸
As always, we have two captivating topics for you to dive into:
1ď¸âŁ đ¤ Hamilton Lane to Go Retail with Republic
2ď¸âŁ đĄ MANTRA and DAMAC to Tokenize $1B in Real Estate
Without further ado, it's time toâŚ
Get Liquid đ§
Your First Captivating Topic of the Week
đ¤ Hamilton Lane to Go Retail with Republic
Hamilton Lane makes headlines again⌠and this time theyâre taking tokenization to another level: Retail Access via Republic.
Background
In the past the $947 billion asset manager has been a forward-thinking player in the tokenization space, leveraging the technology to reduce investment minimums into various funds from millions to tens of thousands. Although these offerings have been reserved for accredited investors, they allowed a larger number of them to participate across different platforms like Securitize and ADDX.
Crawl, Walk, Run
These offerings had to have given Hamilton Lane insight as to how much easier it is to manage more investors on-chain rather than off-chain, without risking as much by reserving it for accredited and above. It makes sense right? Theyâre testing a new technology. Well now theyâre taking it to new heights by opening their funds up to retail investors⌠and not in a more crypto-friendly country, in the United States!
What to Expect
According to Hamilton Lane, theyâve seen private markets outperform public ones in the the last 19/20 years, with comparable companies in the mix.
The historic performance and diversification benefits of the private markets are real. Globally, there are over 140,000 private companies with annual revenues over $100 million, versus approximately 19,000 public companies with the same annual revenues, and we believe that investors shouldnât be required to have a high income or millions in net worth to access these assets.
This is right up Republicâs alley, especially with a 3M+ global investor community, their previous experience with tokenization via Republic $NOTE, and partnership with INX. Speaking of which, even though INX wasnât mentioned in the press release, theyâve engaged on X and been tagged. Will they be the secondary market partner? Iâd be surprised if they werenât given theyâve integrated the Republic Wallet, host trading of $NOTE, and the overall relationship between the two.
The first offering is expected to come to market by end of June 2025 and Iâm curious to see which of their funds it will be. Senior Credit? Equity Opportunities? Secondary? A completely different one? Weâll have to wait and see!
This is not financial advice.
IFI Global
If youâre in Miami on January 23rd, donât miss this opportunity to meet and hear from our CEO, Herwig Konings! IFI Global is hosting an event where Herwigâs panel will focus on alternatives and how tokenization is impacting private market assets.
Canât make it in person? Not a problem, the panel will be viewable online as well!
Your Second Captivating Topic of the Week
đĄ MANTRA and DAMAC to Tokenize $1B in Real Estate
In case you missed it last week, MANTRA Chain is growing its RWA pipeline quickly with the $500 million from MAG Group and now $1 billion coming from DAMAC Group. This group focuses on UAE real estate including hospitality & data centers and itâll be interesting to see which assets get tokenized.
President-Elect Donald Trump also announced last week that DAMAC will be investing $20B in US data centers across the Midwest and Sunbelt regions⌠could any of those be tokenized? Very possible as data centers and DePIN are strong narratives lately.
Weâll have to wait and see. Regardless, breaking a billion in commitments from a single issuer is a milestone in and of itself, which we expect to see a whole lot more of in 2025. TradFi firms are starting to understand the value-add blockchain brings to the table and itâs starting to reflect with commitments such as this.
STM predicts $8 trillion in tokenized real estate by 2030, from the over $30 billion we see today across over 1,000+ existing tokens and announced deals. Whether for alternative financing, increased utility to the assets via DeFi, broader investor access for funds, making title transfer easier, or simply a liquidity option, there are various reasons why large asset owners will be bringing their real estate on-chain. This announcement is a great way to kick off the year and weâre excited to see more like this throughout the year.
This is not financial advice.
đŚ What else is Drippinâ
Every week Herwig and Kyle pick the company each of them feel made the most impact in the tokenization industry. Winning Company of the Week gives them an entry toward Company of the Year which in 2024 there were a plethora of options. But there can only be one. Who won Company of the Year 2024? Watch the show to find out!
Find out why and more every Friday live around 2pm EST on LinkedIn or X/ Twitter. Past episodes available on Youtube or your favorite podcast platform!
TokenizeThis 2025
Security Token Marketâs annual industry conference will be back next year and moving from Miami to the heart of finance in the big apple. Featuring keynotes, speakers, panels, and demos, TokenizeThis aims to be the largest premiere event dedicated to real world assets exclusively.
This yearâs edition of TokenizeThis featured incredible speakers like Carlos Domingo, CEO of Securitize, Ex-SEC Commissioner Troy Paredes, and Anthony Bassili, the head of tokenization at Coinbase, alongside many other speakers from the likes of JPM Onyx-turned-Kinexys, DTCC, Franklin Templeton, Northern Trust, RealT, Propy, Maple, Avalanche, Stellar, Solana, Polygon, and many others. Tickets and the speaker line up will be announced later this year so be sure that youâre signed up for the waitlist on summit.stm.co.
RWA Foundation
Have you joined the RWA Foundation yet?
Incubated by Security Token Market, the Real World Assets (RWA) Foundation is a crypto native organization dedicated to bridging crypto natives and tokenized assets. The leading brands in the tokenization and RWA industry contribute support in order for the RWA Foundation to develop educational resources, media, events, grant programs, and crypto-focused initiatives to carry out its mission.
Follow on X, join the Telegram, and stay updated on all things about the Foundation, RWA Industry, our upcoming DAO launch, and a whole lot more. TRUNKS UP đ !
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Reports
(NEW) RWA Securities Market Update: November 2024
We're excited to release the November 2024 edition of our RWA Securities Market Update report, which features benchmarks against the CoinDesk 20 Index (CD20)! In this monthâs market report, we have meticulously tracked 733 security tokens spanning across 35 marketplaces and 10 blockchains.
Sections include:
Key Takeaways
Quantitative Highlights
Asset Class Breakdown
On-Chain Liquidity Products
Platform Spotlight: Hashnote
New Tokens and Announcements
State of the Tokenization Industry 2024 Report
We are very excited to publish our State of the Tokenization Industry 2024 report tomorrow with our sponsor SteelWave Digital! The Security Token Market team covers this yearâs headlines and key takeaways, sorted into the following categories:
Search away, share it with a colleague, and revisit the same link for future updates!
TokenizeThis 2024: Highlights and Key Takeaways Report
The TokenizeThis 2024 Conference Highlights Report is Now Available! This was the industryâs event of the year with 500+ registered attendees, 40+ speakers, and 20 sessions & side events in Miami, FL!
There was so much to do you may have missed some panels but not to worry, the STM Team has put together a summary of it all just for you.
This is not financial or investment advice.
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Everything in this newsletter is for informational and entertainment purposes only. Nothing in this report should be taken as financial advice or as an inducement to purchase or sell any security. Nothing in this newsletter should be used as legal advice. Always do your own research before making any decisions regarding financial transactions of securities.