Real Assets Investments

Access to Infrastructure, Real Estate, and Natural Resources Investments, Including Primary, Secondary, and Direct Opportunities.

Access to Diverse Real Asset Investments Across Infrastructure, Real Estate, and Natural Resources

Our Real Assets Investment Team is dedicated to identifying global real asset investment opportunities that can deliver consistent distribution yields and compelling risk-adjusted total returns. We maintain a high level of selectivity, directing capital towards situations where we believe we possess a competitive edge in accessing and evaluating top-tier assets alongside renowned general partners and operators. This approach, coupled with a meticulous focus on portfolio construction, affords our clients well-rounded exposure to global real assets.

Notable Highlights:

  • Our selectivity is evident in our track record of investments, with a history of carefully choosing opportunities.
  • With over two decades of active real asset investment experience, our team currently manages a substantial portfolio, demonstrating our expertise and dedication to this sector.
  • Our unique access is a result of established relationships with numerous managers, providing us with visibility into differentiated opportunities, often away from the conventional market.

The Bottom Line

The sponsor and the existing management team have demonstrated their adeptness in seizing growth opportunities by redefining the company through a combination of acquisitions and organic initiatives.

The AncoraOak Edge

Our privileged position as a preferred partner to the sponsor, coupled with our capacity to swiftly execute transactions, led to our full commitment to an oversubscribed deal—while several peers were forced to scale back. Additionally, our direct access to a range of competing businesses facilitated thorough reference-checking on various aspects, including the business itself, market dynamics, and investment thesis.