Investment Strategy
Real Assets Secondaries
A disciplined, technology-enhanced approach to secondary transactions in real estate, infrastructure, and natural resources.
Target Allocation
Diversified Real Asset Exposure
Our portfolio targets a diversified mix across three core real asset sub-sectors, weighted by opportunity depth and risk-return profile.
70%
Real Estate
Core focus on closed-end real estate fund secondaries. Office, logistics, residential, and mixed-use across mature markets.
25%
Infrastructure
Selective allocation to infrastructure fund secondaries. Transport, energy, digital, and social infrastructure vehicles.
5%
Natural Resources
Opportunistic exposure to timberland, agriculture, and resource-focused vehicles where pricing dislocations are most acute.
Transaction Types
How We Invest
LP Portfolio Purchases
Acquiring limited partner interests in mature real asset funds at attractive discounts. We target motivated sellers seeking liquidity, portfolio rebalancing, or regulatory relief.
GP-Led Secondaries
Participating in continuation vehicles and GP-led restructurings where strong managers seek to extend their hold period on high-conviction assets. We provide fresh capital alongside proven operators.
Direct Secondaries
Acquiring direct co-investment interests and asset-level positions. These complex, bespoke transactions require deep underwriting capability and often offer the most attractive pricing.
Target Performance
Return Targets
15–18%
Net IRR
Target net internal rate of return to investors
1.5–1.7x
Net MOIC
Target net multiple on invested capital
$200M
Fund Size
Target fund capitalisation for Fund I
Target returns are based on the firm's investment strategy and are not guaranteed. Past performance is not indicative of future results.
The Sextant Edge
Technology-Enhanced Investing
Our proprietary intelligence platform provides a structural advantage across every stage of the investment process, from sourcing through to portfolio monitoring.
Automated Market Screening
Continuous monitoring of the global secondary market for pricing dislocations and motivated sellers.
Asset-Level Analytics
Granular analysis at the property and project level, not just fund-level NAV assessment.
Predictive Modelling
Machine learning models that forecast NAV trajectories, cash flow patterns, and exit timing.
Portfolio Optimisation
Systematic portfolio construction that optimises for diversification, vintage, geography, and sector.
Proprietary Intelligence Platform
Built specifically for real assets secondary analysis. Our platform processes fund-level and asset-level data across thousands of vehicles globally, generating proprietary scoring metrics and identifying opportunities that conventional approaches miss.
1000+
Funds Tracked
50+
Data Sources
Real-Time
Market Monitoring
AI-Driven
Scoring Models
Learn More About Our Fund
For qualified institutional investors and family offices interested in our strategy and fund terms.
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