Our dedicated and experienced origination team source high-quality infrastructure projects that span both debt and equity. We have a focus on stable, long-term income generation. Environmental, social and governance (ESG) considerations – though non-binding – are integrated into our transaction process and ongoing management of the projects.
Where funds or mandates are invested in real assets such as infrastructure, investments may not be able to be sold, realised or liquidated when you want because the infrastructure assets may not always be readily saleable. If this is the case, we may defer your request or instruction regarding your investment. Investors should also bear in mind that the valuation of real assets such as infrastructure is generally a matter of valuers’ opinion rather than fact.
Strategies in focus
Senior debt invested in long-term, stable infrastructure assets across a wide range of sectors. Ideal for investors looking for cash flows with an attractive risk/return profile, and to capture the illiquidity premium.
Need more information?
For further information, please contact our investment sales team.
Explore our real assets range
Outcome-oriented solutions in real estate, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.
Our deep market access allows us to source high-quality projects, delivered through a range of senior debt opportunities or via the acquisition of assets. We focus on stable, long-term income generation and efficient execution.
We finance bespoke structured finance and senior private corporate debt transactions, providing our investors with outcomes that meet their investment objectives.
Real assets views
Disclosures, trade-offs and green premia: The future of sustainability in real assets
7 Oct 2021
The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain.
How to build an office: Post-pandemic
13 Aug 2021
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
COVID and beyond: Why the greenfield data infrastructure boom is set to continue
28 Jul 2021
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
Measuring the mythical: Quantifying the green premium in real estate
21 Jul 2021
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
How to assess social value: Guidance from Hatch
29 Jun 2021
Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.
From social wash to social value
29 Jun 2021
The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day. Ed Dixon, Aviva Investors’ head of ESG - real assets, contemplates how investors in tangible assets can put capital to work to drive change.
The Blitz, agglomeration economies, and a giant supply-side real estate experiment
21 Jun 2021
The tragedy and destruction caused by the Blitz created an unintended natural experiment in urban redevelopment. Chris Urwin reflects on what this can teach us anything about agglomeration economies and the resilience of cities.
Rating game: Getting the measure of infrastructure equity risk
17 Jun 2021
Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour.
Systems rationality: Post-lockdown commuting, herding and real estate debt lessons
15 Jun 2021
Herd-like lending behaviour is counter-productive and exacerbates real estate risks. Gregor Bamert argues a wider range of capital sources and investment approaches may help combat this in future.
Pressure points: The investment challenges facing insurers
5 May 2021
Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.
What does the data say? Bitcoin, offices and emissions
30 Apr 2021
In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.
Paris offices: How the knowledge economy illuminates the City of Lights
29 Apr 2021
Talent, clusters and scale are three key reasons why Paris is one of the world’s most attractive office markets, explain Souad Cherfouh and Chris Urwin.
Concentrate! How to benefit from specialisation and diversification in real estate
14 Apr 2021
Too much emphasis on geographic and sector diversification within real estate portfolios can hinder alpha generation. More focus on lease length, asset quality and other factors is a preferred means of reducing specific risks whilst allowing specialisation, argues Tim Perry.
Five charts that show Copenhagen is a city of the future
7 Apr 2021
We take a visual approach to highlight why Copenhagen is such a rich, vibrant and economically prosperous city.
What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
Podcast: A clear green premium
18 Mar 2021
Our Head of ESG, Ed Dixon, recently joined Blackstock Consulting on a PropCast episode to launch their new series of ESG insights with industry leaders. Together, they discussed how the government needs to be partnering with businesses to reach their climate pledges, how the “green premium” is yielding higher rents for eco-friendly offices, and much more.