Utility-scale renewables, thermal transition, storage, embedded generation and the grid works that make electrons bankable. We underwrite resource, offtake and evacuation together.
Ports, inland terminals, roads, rail and logistics parks. Value lives in throughput. We model the system the cargo actually travels.
Mixed-use precincts, industrial parks, student and workforce housing, and civic assets that can carry private capital without losing public purpose.
Fibre, towers, data centres and last-mile connectivity. Digital infrastructure is now core infrastructure — and it deserves the same credit discipline.
Bulk water, treatment, desalination and industrial reuse. Structures that respect tariff politics without abandoning returns.
Healthcare campuses, education assets and selected social infrastructure where demand is durable and counterparties can pay.
A sector list is not a promise to chase every file inside it. We look for contracted or contractable cash flows, credible sponsors, and jurisdictions where rules can be relied upon long enough to build.
If those conditions are absent, the honest answer is no.