Infrastructure Secondaries Daily

Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a clean transfer from a compliance headache. Co-host Theo brings the allocator's interrogation: who is the forced seller, who is the smart buyer, and whether a GP-led continuation vehicle is a genuine value-creation story or a markdown-deferral dressed in secondaries language. LPAC votes, fairness opinions, adviser conflicts, and the interests of the pension funds and endowments whose capital underlies

Infrastructure Secondaries Daily is a business podcast hosted by Unknown Host, with 41 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Infrastructure Secondaries Daily, a business show with 41 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #41

  Mercer Pays $400M for Stockland Living Stake at 5% Yield — August 10, 2026

  Aug 10, 20268 min

  Mitsubishi Estate Asia settled a $400 million-plus sale of its 49.9% Stockland senior-living JV stake to Mercer at a 5% yield, while Illinois Teachers added fresh commitments across healthcare real estate debt and infrastructure secondaries. In this episode: Top stories: 1. Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount "elevated" - QuotedData — QuotedData https://quoteddata.com/2026/08/morning-briefing-murray-international-makes-10-5-return-in-first-half-trig-to-continue-share-buybacks-while-discount-elevated/ 2. Mitsubishi Estate settles $400m sale to Mercer super fund — Business News Australia https://www.businessnewsaustralia.com/articles/mitsubishi-estate-settles-400m-sale-to-mercer-super-fund-of-stake-in-stockland-senior-living-joint-venture.html 3. Illinois Teachers backs $750m Locus Point healthcare real estate debt vehicle | News | Real Assets — IPE Real Assets https://realassets.ipe.com/news/illinois-teachers-backs-750m-locus-point-healthcare-real-estate-debt-vehicle/10138070.article 4. Trust Spot: 3i Group and RIT Capital Partners rally as technology trusts beat a retreat in July - QuotedData — QuotedData https://quoteddata.com/2026/08/trust-spot-3i-group-and-rit-capital-partners-rally-as-technology-trusts-beat-a-retreat-in-july/ Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com

  ListenShow Notes
• 

  Episode #40

  Apollo’s $1B Starwood REIT Lifeline Puts Liquidity Back in Focus — August 07, 2026

  Aug 7, 20262 min

  Apollo Global Management is paying $1.02 billion for 41.5% of a Starwood REIT apartment joint venture, giving SREIT liquidity to pay down debt while redemptions remain restricted and non-traded real estate vehicles face withdrawal pressure. In this episode: Top stories: 1. Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo — Propmodo https://propmodo.com/starwood-reit-sells-1-billion-stake-in-apartments-to-free-redemption-pressures/ Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com

  ListenShow Notes
• 

  Episode #39

  Control Deals Rise as Continuation-Fund Scrutiny Sharpens — August 06, 2026

  Aug 6, 20267 min

  Q2 2026 Digital M&A showed deal value rising while breadth collapsed, with buyers paying for control of compute, power, data and regulated access as GP-led continuation funds face sharper LP diligence questions. In this episode: Top stories: 1. Q2 2026 Digital M&A Market Report | Flight to Control — Acquiry https://www.acquiry.com/q2-2026-digital-ma-market-report/ 2. Step Back: APG is buying 37.5% of the European data-centre platform NorthC, but what does a minority stake like that actually give an infrastructure investor—economic exposure, influence over decisions, or a path to more control later—and why choose it over buying the whole business? 3. How to Vet a GP-Led Continuation Fund: LP Due-Diligence Guid — Angel Investors Network https://angelinvestorsnetwork.com/private-equity/how-to-vet-gp-led-continuation-fund Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com

  ListenShow Notes
• 

  Episode #38

  Insurers Tilt to Infra Debt as LP Liquidity Keeps Moving — August 05, 2026

  Aug 5, 20267 min

  Novantigo’s European insurer survey puts infrastructure debt at the top of private-market allocation plans, while Pantheon International’s £224 million portfolio sale shows listed LPs still using secondaries to fund buybacks and narrow discounts. In this episode: Top stories: 1. European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo - Reinsurance News — Reinsurance News https://www.reinsurancene.ws/european-insurers-prioritising-infrastructure-debt-and-structured-credit-amid-solvency-ii-changes-novantigo/ 2. Pantheon International: Sharper portfolio, stronger ... — Proactive Investors https://www.proactiveinvestors.co.uk/companies/news/1096510/pantheon-international-sharper-portfolio-stronger-performance-1096510.html 3. APG acquires 37.5% stake in European data centre platform NorthC - The Deal Wire — The Deal Wire https://thedealwire.com/apg-acquires-37-5-stake-in-european-data-centre-platform-northc/ Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com

  ListenShow Notes
• 

  Episode #37

  India PE/VC Slumps 36%, but Data Centres Catch the Bid — August 04, 2026

  Aug 4, 20268 min

  EY-IVCA’s Q2 2026 India PE/VC roundup puts investment at a six-year low, with first-half infrastructure and real estate down 47%; Savills’ data-centre read shows where private capital is still finding conviction. In this episode: Top stories: 1. India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today — Communications Today https://www.communicationstoday.co.in/indias-pe-vc-investments-hit-six-year-low-in-q2-2026-ey-ivca/ 2. How data centres became India's top real estate PE investment destination — The Indian Express https://indianexpress.com/article/explained/explained-economics/data-centres-investments-real-estate-india-private-equity-10814725/ 3. Step Back: When an investor sells an infrastructure fund stake on the secondary market, what is the buyer actually taking on beyond the assets’ current value—future cash flows, fees, liabilities, and uncertainty—and how do those risks get reflected in the price? Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.