Strategy

Equitix has its roots in the social infrastructure sector, having made some of its earliest investments in UK social infrastructure PFI schemes. Today social infrastructure is our largest sector with over £2.5bn AUM. The continuous and growing demand in society for social infrastructure is well-aligned with Equitix’s strategy of long-term responsible investing. Furthermore, our lengthy experience gives our public sector counterparts assurance of our reliable and expert stewardship of these assets.

Our investments are diverse; from social housing to large hospitals, from schools and libraries to student accommodation, from leisure facilities to” blue light” and government offices.

Our portfolio companies support communities by providing over 12k healthcare beds, 80k+ school pupil places, 15k + social housing dwellings, over 16.5k student beds and 1.2 million streetlights.

Our diverse team provides an active asset management approach. Our success is driven by the team’s focus on building strong working relationships with our counterparts; central government departments, clients, and supply chain.

While the majority of our assets are based in UK, we continue to grow our social infrastructure investments in Ireland, Spain, Italy, and Austria.

Equitix is the UK’s largest infrastructure investor in the transportation sector. We recognise that delivering efficient transport infrastructure is vital to providing economic and social benefits to advanced and emerging economies through connecting communities, promoting labour mobility, creating employment, and ensuring balanced economic development.

Through its active asset management, Equitix has developed important working relationships with transport authorities such as Department for Transport (DfT), Transport for Wales (TfW) amongst others and is highly regarded as a collaborative and Trusted Partner that delivers excellence to the communities that it serves. This collaborative asset management approach has been recognised through a number of prestigious industry awards in this sector.

Within the portfolio, we provide services in urban and regional road transport, strategic rail infrastructure and rolling stock, essential transportation in the health sector, maritime port services and aviation services supporting the Defence sector.

Since Equitix’s UK investment origins, Equitix has expanded its geographical footprint to Europe, North America, Australia and the Middle East. The sector has a diverse range of assets in its portfolio containing strategic and vital infrastructure to the stakeholders we serve.

Transportation remains an important sector which is critical to infrastructure in many regions. The sector continues to provide attractive opportunities where Equitix is able to bring infrastructure to life.

Renewable Power is a key part of the transition to net zero with the UK and Europe targeting >50GW and >111GW from offshore wind respectively by 2030.

Equitix is proud to be fully integrated in the active ownership, management and operations of key assets in the UK, Europe (Belgium, France, Germany, Hungary, Italy, Poland, Portugal, Spain, Sweden), USA and Australia and firmly believes it can play a key role in this transition to green energy and net zero.

Equitix manages 7.5GW of generating assets including wind, hydro, geothermal and solar farms worth £2.5bn spanning 12 countries. These renewable projects generate enough green energy to power nearly 5.6 million homes every year, or could fully charge over 1 million Electric Vehicles every day of the year.

This is equivalent to removing over 3 million tonnes of CO2 per year.

In addition, we manage 5 offshore transmission assets (OFTOs) with an enterprise value of £1.5bn. This infrastructure delivers 2.5GW of green energy (capable of powering 3.2 million homes).

Equitix renewables metrics:
– 8GW electric generation capacity
– 2.5GW OFTO capacity
– 8,638 GWh offshore wind production
– 1,794 GWh solar production
– 255 GWh hydro production
– 2,069 GWh onshore wind production
Our experienced and diverse team’s expertise spans the breadth of this important sector, which we continue to focus on to help support the growing need for universal energy security.

The Environmental Services Sector (ESS) covers a total of 42 assets across the United Kingdom, Europe and the Middle East, with £1.5bn invested and an equity capital base of over £4bn.

It includes operating and construction assets in a number of waste treatment sectors including energy from waste, waste wood biomass, mechanical sorting and recycling, anaerobic digestion, clinical and hazardous waste incineration, and wastewater treatment.

ESS facilities generate energy in the form of electricity, heat and biogas, providing a low-carbon alternative energy source to fossil alternatives. Our electricity generation capability is in excess of three terawatt hours per year, equivalent to powering over a million homes. Some of our assets supply heat to industrial and domestic customers, providing those entities with lower cost energy and an ability to offset their own carbon footprint.

A substantial shareholder in the UK’s largest fleet of EfW facilities, and also in Northern Ireland’s largest waste management company, we provide essential waste treatment – processing over 6 million tonnes annually. The treatment capacity helps to reduce the volume of waste that goes to landfill, enabling UK authorities and businesses to reduce costs of managing waste. This in turn lowers demand for land resources and avoids potentially high, uncontrolled CO2 emissions. Collectively, the ESS assets contribute more than one million tonnes of CO2 savings every year against the counterfactual case.

With our in-house team of technical, commercial and financial experts in the sector, we actively manage our facilities, continually optimising our asset base to support the Government’s decarbonisation targets (by 2035) and the wider net zero agenda (by 2050), by diversion of waste from landfill, recycling and energy recovery.

Equitix’s network utilities assets connect over 23 million customers to essential services such as Electricity, Gas, Water, Fibre and Heat. Equitix’s networks are highly reliable, resilient, and form the backbone of the infrastructure required to create sustainable cities and communities. Investor returns are generated through a mix of regulated and un-regulated services with perpetual licenses. Affordable access is provided across Equitix’s networks to deliver clean energy and improve quality of life for customers.

Equitix and its network utilities partners are investing heavily to develop and upgrade the energy networks needed to enable a net-zero carbon economy. Electricity distribution networks are helping to deliver the step change in the electrification of transport and heat that will be required in the coming years. Investment in gas distribution networks will help replace existing fossil fuels through the injection and blending of renewable gases such as biomethane and hydrogen.

Equitix invests in innovation across all of its networks, making them smarter to meet the changing way in which energy and data are generated, transmitted and distributed to meet customer needs.

The geographical footprint of Equitix’s network utilities assets spans across the UK and Europe.

Over 6,000 people who continue to build, operate and maintain the networks are directly employed by Equitix’s companies across the sector.

Equitix’s data infrastructure assets provide essential wireless communication infrastructure and services to mobile operators, households, regional governments, local councils, TV and radio broadcasters, and enterprises. Equitix’s telecom towers are highly reliable and resilient, and they form a critical part of the infrastructure that enables connectivity over mobile networks. Revenues are generated through long term contracts and perpetual asset lives.

Equitix´s companies are working with its telecoms partners to build the ecosystem that facilitates the future of connectivity. Sites will be purposed for 5G wireless technology, the next generation of mobile networks, which are up to 100 times faster than 4G. The investment in 5G networks will enable technological transformation through higher speed, superior reliability and lower latency.

Telecom sites are used to provide secure communication channels, with low levels of mains faults and wide coverage area, for the smooth functioning of safety and emergency services including police, firefighters and ambulances.

Telecom towers are used to enable internet broadband connectivity in poorly served rural areas, helping communities connect and levelling regional disparities.