Newcore Capital X i3 – Waste not, want not: As circular economy investing accelerates, waste infrastructure is emerging as one of the most strategically important — and misunderstood — asset classes in global portfolios

Hugo Llewelyn recently contributed to the Institutional Investing in Infrastructure (i3) piece by Chris Anderson highlighting the growing importance of waste infrastructure in global portfolios.

Once overlooked, the sector is now attracting increasing institutional capital, underpinned by non-discretionary demand, high barriers to entry and supportive regulation. As Hugo notes: “Society is relentlessly wasteful, and as a result, there is a profitable industry cleaning up, and in some cases recycling and reusing, the waste.”

At Newcore, the focus is on the real estate that enables this essential infrastructure: “It always requires an underlying property asset, building and the licenses that run with it for example where council contracting dustbin lorries are stored”. As the circular economy accelerates, waste infrastructure is becoming an increasingly important and investable part of resilient, long-term portfolios.

Read the full article here.