Real Assets
Real Assets & Infrastructure
Physical assets and infrastructure investments providing inflation protection, stable yields and long-term capital appreciation.
Asset Classes
Investment Universe
Commercial Real Estate
Office, retail, and mixed-use properties in prime locations with strong tenant profiles.
Industrial & Logistics
Warehouses, distribution centers, and manufacturing facilities supporting modern supply chains.
Infrastructure Equity
Investments in essential infrastructure including utilities, transport, and social infrastructure.
Project Finance
Development financing for infrastructure and real estate projects with defined cash flows.
Land Development
Strategic land acquisitions and development partnerships in high-growth markets.
Investment Approach
Why Real Assets?
01
Inflation Hedging
Real assets provide natural protection against inflation through rent escalations, commodity price linkages, and replacement cost appreciation. Our portfolio is structured to capture inflation-linked returns across economic cycles.
- Inflation-linked lease structures
- Hard asset appreciation
- Commodity-linked revenues
- Replacement cost growth
02
Stable Income Generation
Long-term contracts and essential asset characteristics provide predictable cash flows. We target assets with creditworthy counterparties and proven demand fundamentals.
- Long-term contracted revenues
- Essential service assets
- Creditworthy counterparties
- Diversified tenant base
03
Capital Appreciation
Active asset management, strategic improvements, and market timing create value beyond income returns. We focus on assets with clear value-add potential.
- Active asset management
- Strategic improvements
- Market timing
- Development upside
Our Process
How We Invest
Source
Identify opportunities through proprietary networks and local market presence
Analyze
Comprehensive due diligence on assets, markets, and counterparties
Structure
Optimize capital structure and align interests with stakeholders
Manage
Active asset management to drive performance and create value
Essential Assets
Focus
Income Generating
Profile
Inflation Linked
Returns
Long-Term
Horizon
