Renewable infrastructure and long-income real estate look to offer investors the best relative value opportunities in the real assets universe over the medium-to-long term, according to the inaugural Real Assets House View from Aviva Investors, the global asset management business of Aviva.
The Real Assets House View — which brings together the views and analysis from across real estate, infrastructure and private debt — assesses the themes, opportunities and key risks that are likely to impact real asset markets over the next five to 10 years.
With investors typically allocating to real assets in order to achieve sustainable income according to the company’s recent Real Assets Study, Aviva Investors predicts unleveraged U.K. renewable energy assets, such as onshore wind and solar power, and long-income real estate will offer the best income-generating opportunities, with the former outperforming all other equity asset classes roughly 75 percent
