We highlight how an unlevered approach to renewable infrastructure (specifically UK solar and onshore wind) could help investors and might be the most optimal route to access renewable infrastructure in the UK right now.
AlphaReal is a specialist real assets investment manager. We estimate that UK insurers have invested over £1.5 billion into Commercial Ground Rents (CGRs) over the last 18 months or so.
Over the last two years or so there has been a seismic change in the UK pension scheme investment landscape.
Renewable infrastructure assets continue to be deployed at pace across the UK as the country races to achieve net zero by 2050 and decarbonise the electricity system by 2035. Consequently, renewable electricity generation has increased fivefold since 2010.
Upcycling is not only a trend in fashion or furniture, but also an important way of increasing the delivery of social infrastructure across the health, housing and education sectors by giving a new life to redundant real estate assets.