Real assets
Equity in logistics, digital infrastructure and specialist industrial property.
Real Assets Fund II
Vintage
2023
Fund size
$750M
Status
Investing
$1.15B
Committed
12
Assets
3
Exits
Ticket size
$40M-$150M equity
Stage
Development, value-add and core-plus
Sectors
Cold-chain logistics, data centers, life science property, industrial
Active fund
Real Assets Fund II (2023, $750M)
Team lead
Clara Moreau
Our thesis
Modern companies run on physical systems: temperature-controlled warehouses, data centers, power and laboratory space.
We buy or develop these assets in the US and Europe where demand is contracted and supply is constrained. We hold for income and long-term value, with conservative leverage.
Who you will work with
Clara Moreau
Partner, Real Assets
·
London
Clara joined in 2018 to launch the real assets strategy. She has developed and managed logistics and digital infrastructure across seven European countries.
She is a chartered surveyor.
Explore other strategies
Talk to the Real assets team.
A partner reads every pitch and replies within ten business days.