In the Media

One year on from the launch of our partnership with Generali Asset Management, we sat down with Private Debt Investor to look at how the secondaries market is evolving on each side of the Atlantic. Lori Pomerantz and Callum Smith from our team were joined by Marco Busca from Generali Asset Management to discuss how the opportunity set is evolving, the impact of recent volatility, and the advantages of our partnership.

Rapidly growing power demand in the US, driven largely by the proliferation of AI, is placing huge strain on the country's grid infrastructure. So, what's the solution? In this interview with Infrastructure Investor, Andre Burba and Patrick Langan from our Infrastructure Americas team explain how using power more efficiently, whether that’s through energy efficiency, storage or demand response, will be an important part of the solution.

The industrial sector remains one of the most compelling markets in global real estate, writes Joe Chien, our Head of Real Estate Asia, in this article. Given performance is increasingly dispersed, selectivity in this sector is critical. Joe explains that our strategy invests globally but concentrates on markets where demand drivers, market fundamentals, and value-creation potential align. We think Asia offers attractive opportunities, which led to the establishment of our Singapore Industrial Platform in 2024.

The USD 4bn sale of atNorth generated a 2.5x MOIC and more than 30% return on an investment it signed in December 2021. Speaking to Infrastructure Investor, Head of Infrastructure Esther Peiner discussed the evolution of the platform and how the firm approached the exit.

The head of our infrastructure secondaries strategy Dmitriy Antropov joined Infrastructure Investor's Secondaries Roundtable to reflect on another strong year for the infrastructure secondaries market. During the discussion, Dmitriy talked about how secondaries can be both thematic as well as opportunistic, how the quality of the underlying asset and the cost of equity are critical to determining discounts, and continuation vehicle opportunities.

"Traditional real estate investors have historically shied away from hospitality due to its inherent risks, which can include cyclicality, capital intensity and exposure to operations. But these attributes also present significant value creation opportunities," Stephen McCall, a Managing Director in our Real Estate team, tells PERE in this keynote interview. Stephen also talks about the increasingly competitive hospitality market, the value creation levers that can be pulled, and where we see growth.