Real Assets

Your Real Assets Partner

Global Reach.
Local Insights.

Unlocking exceptional returns through local insight and expertise, we constitute project teams that comprise specialist managers and engineers with deep roots in infrastructure. With an extensive network and profound market understanding, we are ideally positioned to navigate and capitalize on unique investment opportunities.

$10B+

Capital Previously Managed by Principals

50+

Years of Alternatives Investing by Principals

100+

Transactions Closed by Principals

TBD

in AUM

Our Real Asset Strategies:

Strategic Financing Consortia

Global Direct Investments

Global Indirect Investments

Strategic Financing Consortia

At Adnate Capital, we specialize in forming financing consortia that bring real asset projects to successful completion, unlocking exceptional returns through local insight and expertise. Our strategy includes assembling project teams of specialist managers and engineers with deep expertise across a variety of real asset classes, ensuring each project is managed by experts with a profound understanding of the market dynamics.
By leveraging our extensive network, we tailor each consortium to the specific needs and opportunities of the project, whether in sectors like real estate, infrastructure, renewable energy, or natural resources. This approach not only diversifies risks but also enhances the potential for superior returns through the collective strength of our investments.
Beyond merely offering traditional advisory services, we proactively engage in bringing together financing partners and structuring capital to ensure project viability. Adnate Capital’s expertise in navigating and capitalizing on unique investment opportunities positions us as a leader in real asset project financing. Our commitment to transparency and ethical practices ensures that all consortium members are aligned with the project’s goals, fostering outcomes that have a lasting impact on communities and economies.

Global Direct Investments

At Adnate Capital, we strategically leverage our global network to create diversified investment portfolios across real estate, infrastructure, and direct equity in private companies within the natural resources sector. Our investments are characterized by monopolistic attributes—such as exclusive control over essential services and strategic locations—offering a robust pathway to diversification and mitigating risks. This approach enables significant income and growth through stable, long-term cash flows.
We partner with trusted sponsors and specialized management teams to target well-capitalized commercial assets at attractive valuations, focusing on cash flow-generation with minimal to no debt. Our team’s deep market insights and understanding of geopolitical and economic trends allow us to seize high-value opportunities that yield superior returns and advance sustainability goals.
Adnate Capital is committed to upholding the highest standards of governance and transparency, ensuring our investments positively impact local communities and contribute to sustainable economic prosperity. Through these strategic investments, we drive development and foster economic growth.

Global Indirect Investments

At Adnate Capital, we specialize in creating diversified portfolios through indirect investments in real estate, infrastructure, and private equity funds. This strategy enhances our ability to engage with quality assets and portfolios, often acquired at significant discounts to NAV, ensuring robust income growth and long-term cash flows.
In our selection of real asset secondaries, we prioritize attributes such as high visibility into underlying assets and exposure to trusted sponsors with specialized expertise. This focused approach allows us to partner with top-tier fund managers who not only bring deep market insights but also uphold sustainable and ethical operation standards.
By pooling resources and leveraging the collective strength of these investments, Adnate Capital maximizes asset appreciation opportunities across various sectors and geographies, while maintaining stringent governance and transparency. This strategy not only fosters economic resilience but also amplifies positive community impacts, driving sustainable economic growth.

Adnate Journal

Instinct vs. Metrics: The Case for Data-Driven Credit Investing Over Gut Feel

In the complex world of credit markets, there is a persistent truth that may unsettle some of Wall Street’s old guard: deep analysis and disciplined strategy often trump the most seasoned instincts. While many fund managers tout their years in the business as a badge of honor and a mark of market wisdom, it’s worth asking if this experience always holds up when markets shift,

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Market Caution: Are Fed Cut Expectations Too Optimistic?

Investors have been quick to recalibrate their expectations following the Federal Reserve’s recent pivot towards monetary easing. The Fed’s shift from aggressive rate hikes to cuts, aimed at softening economic pressures and fostering growth, has buoyed market sentiment. However, this enthusiasm may be premature, as markets appear to be pricing in a steeper trajectory of rate cuts than is prudent given the current economic environment.

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Coverage Ratios Begin to Ease

Over the past 18 to 36 months, the Federal Reserve’s shifting policies have significantly impacted interest coverage ratios within the investment-grade credit space. From March 2022 to September 2024, the Fed’s aggressive rate hikes, aimed at curbing inflation, led to increased borrowing costs and higher interest expenses for corporations. As a result, many investment-grade companies experienced a decline in their ability to meet interest obligations.

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Assets Under Management (AUM) are estimated and unaudited as of December 31, 2023. These figures include non-discretionary and co-advised assets, as well as valuations of equity holdings.

All other data presented is based on the most current information available, unless otherwise noted. The committed capital represents the funds allocated to underlying investments by Adnate Capital.

Investment assets are managed by Adnate Capital LLC. For additional information regarding Adnate Capital LLC and its registered personnel, please refer to the SEC Advisor Info.