Private Infrastructure Equity: The Overlooked Middle Market

Streaming Income - A Podcast from Barings

Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers.

Episode Segments:

(01:58) – Mina’s role at Barings

(02:43) – The common attractions of infra equity asset types

(06:12) – Why “infrastructure 2.0” offers the potential for higher returns

(11:24) – The opportunity from the concentrated capital raising in infrastructure

(18:28) – The case for building smaller, modular, distributed assets

(26:43) – The “buy vs. build” multiple arbitrage

(28:25) – Sourcing deals in the lower and middle part of the market

(32:33) – Misconceptions & where investor demand is coming from

IMPORTANT INFORMATION

Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.

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