What Makes UK Social Infrastructure a Distinct and Attractive Asset Class? Hugo Llewelyn, Founder & CEO of Newcore Capital
Hugo discusses; Investing in essential UK social infrastructure, inflation, deglobalization, and the changing cost of capital, the risks of excessive leverage in real estate & infrastructure investing, AI, obsolescence risk, and investing in “real world” assets, as well as ESG, impact investing, and future-proofing buildings.
Hugo discusses; Investing in essential UK social infrastructure, inflation, deglobalization, and the changing cost of capital, the risks of excessive leverage in real estate & infrastructure investing, AI, obsolescence risk, and investing in “real world” assets, as well as ESG, impact investing, and future-proofing buildings.
In February 2024, we released an episode titled “Investing in Essential UK Social Infrastructure”, with the Founder & CEO of Newcore Capital, Hugo Llewelyn.
In this episode, we wanted to reacquaint investors with the thesis and discuss why the investment opportunity might be so compelling. Hugo explains where capital is scarce, where private assets are blocked and where opportunities exist.
He describes the four areas of their focus; healthcare, education, transport and civic, and where cash-strapped local authorities and government arms need to increasingly find solutions by working with the private sector.
Hugo details the priorities in execution, their targeted returns, why local authority pension funds and family offices have been important investors and why real estate is a very accessible way of investing in infrastructure.
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