Investing in Essential UK Social Infrastructure - With Hugo Llewelyn, CEO of Newcore Capital
Episode 15, Feb 02, 06:00 AM
Hugo Llewelyn of Newcore Capital outlines why the specific opportunities afforded by investing in UK social infrastructure offers the potential of strong returns, allied to prudent capital management.
In this interview, Hugo explains why he established Newcore 13 years ago, explaining its purpose and approach. He outlines why the specific opportunities afforded by investing in UK social infrastructure offers the potential of strong returns, allied to prudent capital management.
Hugo discusses the demand drivers, as the appetite for education, healthcare, waste management and even crematoria continues to grow (in line with rising populations & public sector spending).
He describes the dislocations in supply, and the headwinds faced by many operating in the real estate and infrastructure space, who employed too much leverage and are struggling to adjust to an environment of higher rates.
Hugo then describes how “virtual-resistant” real estate is vital as the internet continues to change consumption trends, why investing with a strong eye is good to governance & sustainability, and their guiding principles (underscored by their B-Corp status).
MMP Newsletter | MMP LinkedIn | Contact Newcore
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
Hugo discusses the demand drivers, as the appetite for education, healthcare, waste management and even crematoria continues to grow (in line with rising populations & public sector spending).
He describes the dislocations in supply, and the headwinds faced by many operating in the real estate and infrastructure space, who employed too much leverage and are struggling to adjust to an environment of higher rates.
Hugo then describes how “virtual-resistant” real estate is vital as the internet continues to change consumption trends, why investing with a strong eye is good to governance & sustainability, and their guiding principles (underscored by their B-Corp status).
MMP Newsletter | MMP LinkedIn | Contact Newcore
--
DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.