Secure income real assets remain attractive to investors seeking long-dated, inflation-linked income to meet liabilities and diversify their portfolios. The prospect of interest rates falling further from their recent highs is supportive of valuations albeit tempered by economic uncertainty.
The growing European long income property market provides a good source of such assets, with greater than €1bn of pipeline to a diversified set of sectors and pan European geographies.
AlphaReal has been shortlisted for the 2025 Professional Pensions Awards in four categories.
AlphaReal, the specialist manager of secure income real assets, has acquired five solar energy projects across the UK.
Triple A Risk Finance, an independent consultancy firm specialising in risk management and actuarial science, has undertaken analysis of AlphaReal’s Commercial Ground Rents fund to see how it would work as part of a diversified portfolio for European institutional investors.
Nominal and real gilt yields have substantially increased over Q4 2024. The nominal curve has increased by an average of c50bps, and the real curve by an average c44bps.