[i3] Real & Private Assets

How to separate political noise from political risk when investing in the energy transition? Whilst an index by the World Economic Forum tracking Energy Transition Momentum has slowed in the last two years, many investors remain optimistic about the space. Their take is that if renewables are cheaper than fossil fuels, regardless of their political leaning, governments will back the energy source with the lowest cost. https://lnkd.in/gNDyydfk

When you look at Australian #logistics opportunities offering cap rates at a blended average across the country of around 5.85 percent, it certainly paints a pretty good picture, particularly when combined with continued strong sector fundamentals, according to Cushman & Wakefield https://lnkd.in/gT_ZG8hS

In their ongoing search for alpha, institutional investors are increasingly willing to raise their risk tolerance for private market investments, particularly in #infrastructure, according to survey results released by Nuveen, a TIAA company https://lnkd.in/gFZypUae

An interesting insight from Paul Blank of Kayne Anderson at the [i3] Investment Innovation Institute 2025 Property Forum - it is the rising enrollment in U.S. Public Universities rather than Private Institutions, that is fueling increased #demand for student #housing in the U.S. Mitchell Gunman Karyn West Andrea Archbold Apostle Funds Management Caitlin Hester Al Rabil

Brendan Bosman from Pretium highlighted how demographic tailwinds are fueling strong demand for housing and with banks pulling back and tightening lending standards, #homebuilders are turning to private lenders willing to pay higher #rates in exchange for faster access to #capital and greater flexibility. Craig Matthew Chandler Darden

One of Ontario Teachers' Pension Plan' earliest #investment in the APAC region was the Sydney Desalination Plant in Australia, with a 50% stake acquired in 2012, later increasing to 60% in 2020 https://lnkd.in/g-SyuHXJ

According to Marc Haynes of Cohen & Steers in a session chaired by Nadeem Hussain of AustralianSuper at the [i3] Investment Innovation Institute 2025 Property Forum, the next evolution of core real estate #investing is Core 2.0 — a strategy that balances #volatility and returns by blending private and listed core #commercial real estate (CRE). Abhi Shroff

With equity markets facing uncertainty, infrastructure is gaining traction as a resilient investment alternative. Structural trends like #deglobalisation, #energy security, and tech-driven development are creating new opportunities in the sector. Beyond stable returns, infrastructure may offer a natural hedge against market turbulence, a timely consideration for long-term investors. https://lnkd.in/gQxCFu_w

In many cases, incentives offered to #office tenants are so big they exceed the cost of the fitout. So why not just reduce the rent? Robert Harley writes for the The Australian Financial Review https://lnkd.in/gtDb9SbX

The Clean Energy Finance Corporation (CEFC) is teaming up with Goldman Sachs' $11 billion Real Estate Credit Partners IV fund to invest $160 million in Australian residential and #office projects that measure and disclose their entire lifecycle #carbon emissions. This collaboration aims to promote #sustainable building practices by adhering to the European Union's Sustainable Finance Disclosure Regulation standards. https://lnkd.in/gYsf8pTi