Infralogic Investors Forum Australia 2023

The premier Infrastructure forum in Australia

Four Seasons Hotel, Sydney and Online

15 Mar

Australia: Thinking outside the box

Given the current macro environment, and that different infrastructure assets are more exposed than others to inflationary pressures, rate rises, labour shortages, supply-chain issues, and consumer spending trends, investors will be strongly considering where to invest and how to protect their portfolio. As valuations for high-quality infrastructure assets continue to climb, investors are also increasingly trying to find additional “value added” opportunities to drive greater returns throughout the asset hold period, and to determine whether more risk needs to be taken to meet the Your Future, Your Super benchmark and find deal flow. The past 12 months have demonstrated a continued demand for quality infrastructure assets. We have seen several large, listed assets being taken off the ASX, a series of Telco Towers deals, and there have been transactions in healthcare. In this session, a panel of leading domestic investors will discuss how to manage and grow a portfolio for success in challenging times.

  • How do you see the inflationary environment impacting infrastructure investments? 
  • How is the need for value creation being managed with assets that require a hands-on operational approach? 
  • What is the new frontier of “core plus”? 
  • How do you access sustainability loans, and what is required? 
  • What sectors are gaining the most traction in terms of infrastructure investment?
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