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Recent fund closes in the digital infrastructure sector point to a wider trend than just sector-specific vehicles making their mark.
The debate over Sydney Airport's sale price reflects a disparity in how public markets and private investors assess the value of infrastructure assets.
ESG and sustainability are now being worked into deal documentation, but it may take a while before the asset class is seen to be truly making a difference.
Time, long term
Stonepeak’s recent successful continuation fund is a demonstration of the hunger for infrastructure among secondaries investors.
As focus on sustainability continues to increase in the public and private spheres – and the risk of greenwashing along with it – the Public Benefit Corporation construct could provide a much-needed solution.
The US infrastructure bill, moving beyond ‘vanilla’ renewables, secondaries, climate ligation and open-end funds are all on readers’ minds.
A mere two years ago, mega-funds were the sole proviso of Brookfield and GIP. As we look to next year, no fewer than four of these vehicles are set to reach a final close.
As sector participants sound the alarm on high entry prices, those striking deals must be wary about growth assumptions when thinking about the exit.
With the world on track to heat up by 2.4C, we wanted to focus on how built assets will be affected, the consequences for owners and what needs to change as we develop infra for a more hostile planet.
Legislative wins could transform US infrastructure, although long-standing structural obstacles remain, delegates heard at last week’s NY Forum.

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