REAL ASSETS – THEMATIC APPROACH
Hodes Weill Advantages
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Sector Crossover: The Real Assets / Infrastructure sector is a natural adjacency to our core competency in Real Estate
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Favorable Timing: As Infrastructure matures and evolves as an asset class, the market is expanding to include a greater number of dedicated sector specialists with operating capabilities, as well as growing number of diversified middle-market managers
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Dedicated Personnel: Mark Rudovic leads Hodes Weill’s Real Assets efforts and has extensive relationships with both managers and investors
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Thematic Approach: Hodes Weill is taking a thematic approach focusing on specific subsectors with both deep investment potential as well as significant interest from investors
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ESG Oriented: Hodes Weill is focused on working with managers that have a strong underpinning in ESG
Targeted Sectors
Energy Transition
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Renewable Power Generation
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Battery Storage
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Waste-to-Energy
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Power-to-X
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Smart Grids
Digital Infrastructure
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Cell Towers
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Data Centers
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Fiber
Social Infrastructure
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Healthcare Facilities
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Elderly Housing
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Education Facilities
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Administrative Facilities
Intellectual Property
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Music
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Film
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Television
Water
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Water / Wastewater Utilities
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Water Transport