Infra Dig – taking Infra Core+ into forestry…
This latest episode of Infra Dig takes the ever-expanding definition of infrastructure to new limits… forestry.
IJGlobal editorial director Angus Leslie Melville talks to William Barrett – managing partner of Reach Capital – about forestry… which may (one day) be included in the infra asset class.
This latest episode runs for 24 minutes and gives the ever-curious infrastructure professional an insight into a sector that may well crop up on their radar.
This latest episode can be accessed on Spotify (embedded above) as well as through Apple Podcasts and on the Amazon service. It is also hosted across a slew of other platforms and is open access on all of them.
In this latest episode, William agrees that forestry – the timber asset class – is “quite close to infrastructure” and that it was investors active in the infra arena that gave Reach Capital the nudge to move that way.
Having co-founded Reach Capital in 2015, William says that the bulk of his company’s work is focused on Europe and North America.
As to whether forestry will one day creep into the infra scope, William says: “That’s a bet we can take. It is not there yet, but we are seeing some interest from investors looking at infrastructure and also from GPs in this space.
“We have all heard a lot about natural capital. That is a big theme recently. Big asset managers are looking at it. Big infrastructure managers are investing in that space, and forestry and timber is considered as part of that for different reasons.”
Tune into this latest episode to learn more about forestry as an investment and whether it will sit comfortably within the infra asset class.
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