Alpha Real Trust Limited

Overview

Alpha Real Trust Limited is a UK-based real estate investment trust specializing in property investments across Western Europe. The company targets investment, development, financing, and other opportunities in real estate, real estate operating companies and securities, real estate services, infrastructure, infrastructure services, other asset-backed businesses, and related operations and services businesses that offer attractive risk-adjusted total returns. As of 30 September 2024, the portfolio mix was 36.8% high return debt, 14.7% high return equity in property investments, 30.8% other investments, and 17.7% cash. The company focuses on selectively increasing its loan portfolio and opportunistically extending its investment strategy to target high return property investments offering inflation protection via index-linked income adjustments and investments with potential for capital gains. The company's shares were delisted from the Specialist Fund Segment of the London Stock Exchange on 23 January 2025. The investment manager is Alpha Real Capital LLP, a London-based property investment advisor authorized and regulated by the Financial Conduct Authority in the United Kingdom.

Investment Focus

• Focus on real estate and infrastructure assets
• Preference for assets with inflation protection via index-linked income adjustments
• Interest in investments with potential for capital gains
• Targeting high return property investments in Western Europe
• Selective increase in loan portfolio
• Opportunistic extension of investment strategy
• Attractive risk-adjusted total returns
• Assets with predictable secure long-term cash flows
• Assets that provide positive social value
• Assets that provide clean energy
• Assets that provide secure income opportunities
• Assets that provide positive social and environmental contributions
• Assets that provide financial returns
• Assets that provide market-leading and innovative real asset solutions
• Assets that provide operational real estate expertise
• Assets that provide fixed income skills
• Assets that provide specialist sector knowledge
• Assets that provide industry connectivity
• Assets that provide proactive management
• Assets that provide credit structuring

Portfolio Companies