Hosted by Unknown Host · 🇺🇸 US · EN-US · 20 episodes
Established thought leaders with verified media credentials.
Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a clean transfer from a compliance headache. Co-host Theo brings the allocator's interrogation: who is the forced seller, who is the smart buyer, and whether a GP-led continuation vehicle is a genuine value-creation story or a markdown-deferral dressed in secondaries language. LPAC votes, fairness opinions, adviser conflicts, and the interests of the pension funds and endowments whose capital underlies
Unknown Host hosts Infrastructure Secondaries Daily, a business show with 20 episodes published.
Copia Power is set to move from Carlyle to EQT at a reported $2.6 billion valuation, while secondaries-adjacent platform moves from TIFF, SIMCo and Nigeria’s pension sector point to fresh competition for private-market l
Brookfield Corp. won court approval to use at least $114.8 million of debt as the lead bid for GoldenPeaks’ solar assets, while European BESS deal volume and Japanese/Canadian infrastructure capital flows show where priv
IFM Investors crossed 60% ownership of Atlas Arteria at $5.10 per share, pushing the toll-road takeover toward control and keeping Chicago Skyway in focus. NIDF’s N4.40 distribution and Blackstone’s Dresser deal add inco
Infratil marked CDC up 23.6% to A$18.5 billion as contracted capacity topped 1GW, putting private-infra NAV discipline back in focus while New York real estate owners lean harder on GP-led recaps and joint-venture stakes
Blackstone’s $7.8 billion Northern Virginia data-center sale is the hard pricing signal, while Re Sustainability’s $1.6 billion auction and Atlas Arteria’s IFM pushback show infrastructure exits and control fights still
BlackRock’s closed-end fund discount programs show BSTZ and BMEZ over the 10% average-discount trigger at midyear, putting potential 98%-of-NAV tender offers in view if conditions hold through September. In this episode:
Williams Co. is in advanced discussions to acquire PE-backed Momentum Midstream for around $5.5 billion, implying a 22-25x EBITDA multiple and a major liquidity marker for EnCap Flatrock. In this episode: Top stories: 1.
Cogent sold 10 U.S. data centers to an I Squared Capital-sponsored buyer for $225 million cash, while FTAI added Tidewater at roughly 5x forward EBITDA and Reuters reports SEC scrutiny of continuation vehicles. In this e
Atlas Arteria’s $100 million Skyway put-option retirement gives infrastructure investors a fresh hard-number signal, while AES shareholders approved GIP and EQT’s $33.4 billion take-private and EIOPA flagged pension liqu
Apollo Debt Solutions capped redemptions after requests reached 16.8% of shares, while publicly traded BDCs sit at roughly 25% median discounts to NAV. The allocator signal is shifting from isolated withdrawals to a broa
IFM Investors crossed majority control of Atlas Arteria after lifting its $5.10-a-security bid, giving listed toll roads a live valuation signal for infra secondaries. Railpen’s rejected IP Group approach and PSERS’s $20
Jefferies pegs 2025 global secondaries volume at $240 billion, up 48%, as stalled exits and 10% NAV distributions push LPs and GPs toward repeat sales, including faster-growing infrastructure secondaries. In this episode
LP secondaries reached $87 billion of volume in 2024, with average pricing rising to 89% of NAV, while Setter, Macquarie, ILPA and Preqin frame the next pressure point: infra specialization, GP-led governance, and buyer
Jefferies H1 2025 secondary market review puts global volume at $103 billion and average LP-portfolio pricing at 90% of NAV, with Morgan Lewis and StepStone context on GP-led continuation vehicles and infrastructure seco
GCP Infrastructure is using capital recycling to narrow its discount, targeting £150m of disposals, at least £50m returned to shareholders, and an RCF balance reduced to £10m. In this episode: Top stories: 1. GCP Infrast
Coller Capital says GP-led continuation-fund volume reached $108 billion in 2025, up from $77 billion, while the governance question remains whether fairness opinions, LPAC review, and buyer pricing really protect sellin
Commonfund’s secondaries paper cites $87 billion of 2024 LP secondary volume and average pricing at 89% of NAV, while Setter and ILPA materials frame the harder question for infrastructure desks: how private-market volum
Jefferies’ H1 2025 Global Secondary Market Review puts first-half volume at $103 billion, up 51% year over year, with LP portfolios averaging 90% of NAV. The through-line: liquidity demand kept rising while GP-led contin
Partners Group secured $650 million for its fifth real estate secondaries strategy, targeting $1.5 billion across a closed-end fund, bespoke mandates and related vehicles as real estate LP liquidity remains tight. In thi
BCI says single-asset continuation vehicles now make up 20% to 30% of its private-equity deal flow, up from 5% two years ago, as Westfield seeks secondary exposure and advisers expand GP-led real estate coverage. In this
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Infrastructure Secondaries Daily is hosted by Unknown Host. The show is categorised under business (investing) and has published 20 episodes.
Infrastructure Secondaries Daily has published 20 episodes.
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