Investment thesis

A Global Infrastructure Platform Anchored by Experienced Operators

Launching the platform teamaing up with gedu logo.svg  , a multinational education group that provides diverse learning pathways ranging from K-12 to higher education with operations in more than 13 countries with 15 world-recognised brands and 75,000+ full-time Students 

Structural Demand for Education Infrastructure Across the Globe

  • The strategy targets education infrastructure assets across developed and high-growth markets where our partnering operators are present and well established

  • Education is a non-discretionary, mission-critical service, supporting resilient occupancy and long-term demand across economic cycles

Embedded Value Creation Through Lease and Asset Institutionalisation

  • Value creation driven by conversion of operating sites into arm’s-length, institutional leases with rents re-basing to market-aligned levels as well as extension of lease tenors

  • Enhance NOI durability and valuation without reliance on market appreciation

Platform-Led Approach with GEDU as Anchor Operator

  • Assets are leased to GEDU Group, providing diversified revenues across geographies and student segments

  • GEDU’s operating footprint provides a proprietary origination pipeline for education infrastructure assets globally

  • Starting with an anchor operator will provide a solid foundation for this platform, diversifying later on to include other experienced operators across multiple essential service sectors

Income-Led Strategy with Downside Protection

  • Long-term, inflation-linked cashflows supported by triple-net lease structures and strong rent coverage

  • Conservative capital structures implemented at asset level, with financing tailored to each jurisdiction