Energy Transition and Renewables
Investing Across the Energy Transition
Quercus invests across all aspects of the energy transition, including renewables, energy efficiency and e-mobility from development through to operational stage assets. Our core focus is long term stable recurring income often enhanced by backing developers at earlier stages.
Our team has been active in the sector since its inception and has invested across a number of cycles, technologies, capital structures and geographies. As sector growth accelerates to deliver binding climate change targets, we draw on this depth of experience applying it to the now mainstream delivery of clean energy, power and heat.
Key elements enabling further investment are technology cost reductions together with increasingly sophisticated asset management with the latter an essential component of returns. The inter-linkages between energy transition sub-sectors creates a complex dynamic, one where we believe experts only will prosper.
Unlocking Value with Leadership Expertise
Quercus has deep experience and sourcing networks in the UK and the EU real estate investment markets. The team has over 100 years combined knowledge and managed over €4bn AUM in the last 5 years
We take a risk driven and responsible investing approach which is grounded on long term sustainable income underpinned by the fundamentals of location, quality and excellent covenants. Assets are structured into bespoke managed accounts or clubs with defined objectives to deliver returns.
Macro-economic, social, and demand drivers attract us to supply chain and retail logistics; care homes and affordable housing; supermarkets and data centres; either on a forward commit or investment basis.
Even core assets require constant vigilance both to unlock latent value and to be ever prepared ahead of trouble.
Alongside that, our team also has a long track record in unlocking latent value from higher risk assets when a compelling situation arises such as repositioning an asset.