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Real assets are a combination of real estate and infrastructure

Real assets, such as real estate and infrastructure, represent one of the fastest growing segments within the broader global alternatives environment. These investments can potentially deliver a range of portfolio benefits including stable income, long-term total returns, diversification potential and inflation linkage.

Why BlackRock for real assets?

At BlackRock, our dedicated Real Assets team of industry and sector specialists deliver global reach, with deep local expertise. They have decades of relevant experience, are deeply embedded in their operating industries by sector and geography and have developed strong partnership networks over time.

Real assets statistics

Source: BlackRock, As of December 31, 2018.

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Learn more about real assets at BlackRock

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Global real assets outlook

With capital-raising outpacing deployment, competition for real assets is strong. The fundamentals underpinning performance remain broadly favorable: Real estate occupancy is above long-term averages in most sectors and markets, and the positive trend in infrastructure utilization continues.

Rising allocations increasing competition for assets
Rising allocations increasing competition for assets
An increasingly international asset class
An increasingly international asset class
Building a resilient portfolio should be front of mind
Building a resilient portfolio should be front of mind
  • Rising allocations increasing competition for assets

    Real assets capital markets are functioning well, and investment volumes remain robust by historical standards. New capital formation was at or near record levels in 2018, and BlackRock’s latest annual survey of investor intentions suggests this trend will persist in 2019. With capital raising outpacing investment volume, dry powder is mounting and competition for investments remains strong.

  • An increasingly international asset class

    The majority of investment activity is still conducted within domestic markets, but an increasing amount of capital is flowing globally.

  • Building a resilient portfolio should be front of mind

    Whether that is through securing cash flow, aligning investments to long-term structural trends, or integrating environmental, social and governance (ESG) considerations into investment underwriting and monitoring.

  • Real estate

    Regarding real estate, we believe the technological disruption of retail and other sectors has a long way to run. In North America, corporate relocations offer signals on second-tier cities. In Europe, we see a muddling-through scenario for Brexit and selected value-add opportunities in supply-constrained markets. In Asia Pacific, we see durable growth and demographic tailwinds.

  • Infrastructure

    For infrastructure, we believe the global power and energy transition will continue to be the single biggest driver of global deal flow. In North America, corporate appetite for renewable power expands, while in Europe, renewables auctions are compressing prices. Asia Pacific and Latin America hold promise as key growth markets.

Global real assets outlook 2019
Attractive fundamentals continue to drive a great migration t the asset class, but a changing macroeconomic climate requires careful navigation.
Read 2019 outlook Read 2019 outlook

Strategies spanning the risk/return spectrum

In today’s dynamic and complex global investing market, we seek to help our clients’ access real assets that aim to meet their investment goals by providing a distinct range of well defined, outcome orientated strategies, along the investment risk - return spectrum.

BlackRock real assets strategies span the risk/return spectrum.

Source: BlackRock, as of March 31, 2019. For illustrative purposes only.

Real estate
We believe successful investing requires a local market presence with operational and analytical expertise to buy, manage and sell real estate.
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Infrastructure
At BlackRock, we seek to provide infrastructure investors with long-term, stable cash flows with potential for inflation mitigation.
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Global real assets outlook

With capital-raising outpacing deployment, competition for real assets is strong. The fundamentals underpinning performance remain broadly favorable: Real estate occupancy is above long-term averages in most sectors and markets, and the positive trend in infrastructure utilization continues.

BlackRock real assets’ global presence paired with local expertise

Source: BlackRock, as of December 31, 2018. For illustrative purposes only.

Leadership

Latest real assets insights

Jim Barry
Global Head of Real Assets
Jim Barry, Managing Director, is the Chief Investment Officer of BlackRock Alternative Investors (BAI) and Global Head of Real Assets.
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Anne Valentine Andrews
Deputy Head of Real Assets
Anne Valentine Andrews is a Managing Director and Deputy Head of Real Assets within BlackRock Alternative Investors.
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