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Real assets are more than just real estate, as infrastructure’s star keeps rising and debt moves into the mix.
The rise of infrastructure and inclusion of listed equities and private credit have revolutionised the concept of real assets. Investors must now take a more holistic approach to portfolios, says CBRE Investment Management’s head of client solutions Bernie McNamara.
The novelty of rising interest rates, the prospect of proliferating macro shocks and a profound demographic shift all have serious consequences for real assets, says CBRE IM’s chief economist and head of insights & intelligence Sabina Reeves
Pacific Equity Partners’ Secure Assets Fund II is understood to be targeting A$1bn and is expected to reach a first close in the next few months.
The green investment specialist has tapped Iberdrola’s former managing director of offshore wind, Jonathan Cole, to serve as CEO of Corio Generation, which will be a standalone company.
Decarbonisation and digitisation are driving investment and value-creation opportunities for core, mid-market infrastructure, say Vauban Infrastructure Partners CEO Gwenola Chambon and deputy CEO Mounir Corm.
Delivering in the lower mid-market in a sustainable way offers important structural advantages, say Ridgewood Infrastructure managing partners Ross Posner and Michael Albrecht.
An IPO on Euronext has enabled Antin to fund its ambitions, which include launching two new strategies and opening new offices, in addition to securing succession plans, says senior partner and chief operating officer Melanie Biessy.
The pairing of wind with hydrogen and hydrogen derivatives will prove critical to the decarbonisation of transportation and heavy industry, says Prime Capital’s head of infrastructure Mathias Bimberg.
The mid-market segment of global infrastructure is less crowded and a localised approach can deliver proprietary dealflow, argues Wim Blaasse, managing partner at DIF Capital Partners.