Real Asset Opportunities
Building the real asset platform for Asia’s new economy
We invest in focused real asset companies in the growing sectors of Asia’s economy, such as logistics / industrial, digital assets, life sciences / healthcare, education, and other specialized asset classes. We believe there are multiple enduring secular trends that underpin an escalating demand for bespoke real assets in these fast-growing segments. We aim to establish market-leading real asset platforms that leverage scale and expertise to deliver innovative asset solutions to drive Asia’s transition into the new economy.
Unlike many of our peers that adopt an opportunistic “buy-fix-sell” approach to real asset investing, we align and partner with high-quality CEOs and organizations at the forefront of Asia’s new economy to build businesses that address structural supply imbalances. We strive to deliver the insights and experience to help our partner platform companies accelerate their growth and catalyse innovation.
About
We seek to partner with exceptional leaders to build the real asset platforms that will underpin Asia’s future economy. Our deep expertise in specialized real asset allows us to spot trends and capture these opportunities to drive value for all our stakeholders.
Solution Capital for New Economy Real Assets
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We believe where there are structural supply imbalances, there are attractive opportunities to build high-quality real asset platforms. We see strong demand for sophisticated real asset solutions in Asia’s new economy – from data centers that support escalating computing demand, to life science laboratories that facilitate biotech innovation and sophisticated warehousing that promote the efficient movement of goods.
Fundamental Investors Informed by Deep Proprietary Insights
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Rava Partners benefits from the sector knowledge, industry insights, proprietary research, cross-strategy collaboration, and value-add capabilities of our heritage. We have valuable industry insights derived from our extensive track record in investing in private equity, venture capital, public equities, real assets, and private credit.
Investment Approach
We are investing in innovative real asset solutions that drive Asia’s transition into the new economy. We seek to identify secular growth trends that are durable throughout the business cycle and discover quality businesses poised for success.
Informed by our deep, proprietary research, we invest in a range of real asset platforms, from data centers to life science facilities. Our extensive industry knowledgeand proprietary research enable us to identify long-term, thematic trends which inform investment insights and unlock potential.
Our core strategy is to build and develop real asset platforms by aligning with high-quality leaders and organizations to equip them with industry-leading tools and insights, share our knowledge and experience, and innovate for efficiency across their operations. We seek to introduce them to new geographies, expanding their market reach.
Real Asset Platforms with Scale and Focus
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Rava Partners builds real asset platforms at scale across focused verticals in the areas of logistics, life sciences, and digital infrastructure. Our sector platforms span both traditional and new economy segments across the Asia-Pacific region.
Thematic Investment Approach
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Rava Partners’ investment strategy is built around an in-depth thematic approach. Proprietary industry research and operational expertise allow us to identify and capitalise on long-term structural tailwinds.
Partnership with Quality Business Leaders
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Partnering with exceptional management, we seek to build high-quality real asset platforms. We strengthen alignment by applying toolkits that create value. Our extensive industry network and relationships with leading new economy players also play a significant role in helping to drive investment, asset development, and tenant sourcing.
Building New Economy Platforms for the Long-term
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Leveraging our industry expertise, Rava Partners works alongside best-in-class management teams to implement growth-oriented operational improvements. Innovating business models, acquiring talent, and leveraging our portfolio ecosystem are some of the ways we enhance returns across our partner platform companies.
Team
Joseph Gagnon
Co-Head of Rava Partners
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Joe is Co-head of Rava Partners and has joined since its inception. Prior to Rava Partners, he was a Managing Director and Partner at Warburg Pincus from 2005 to 2020, leading its real asset business in Asia as Co-Head from 2008 to 2012 and Sole Head from 2012 to 2020. Prior to Warburg Pincus, Joe worked at General Electric Capital, where he served as a manager of business development with GE Real asset in Tokyo. Joe graduated from Wake Forest University with a B.S. in Mathematical Economics.
Carl Ge
Co-Head of Rava Partners
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Carl is Co-head of Rava Partners and has joined since its inception. Prior to Rava Partners, Carl was a Partner at Hillhouse Investment, where he was a member of the CIO Office. He worked across a variety of investment strategies at Hillhouse since 2012, including growth capital, PIPE investments, and corporate buyouts. Carl has completed a number of the largest buyouts in Asia totaling more than $20 billion, including the privatizations of one of Asia’s largest pan-regional logistics warehouse platforms from the SGX and one of Asia’s leading sports and fashion groups from the SEHK. Prior to Hillhouse, he was an early member of Silver Lake’s investment team in Asia. Carl graduated from the Wharton School at the University of Pennsylvania with a B.S. in Economics.
Yan Yan
Managing Director of Rava Partners
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Yan is a Managing Director of Rava Partners. Before joining Rava Partners in 2021, Yan was the Managing Director of Blackstone Asia, focusing on real asset investment and mergers and acquisitions. Prior to Blackstone, Yan worked for SOHO China, a Chinese commercial real asset developer, for over 20 years. She served as the company’s Chief Operating Officer, Chief Financial Officer, and President. She has over 30 years of experience in real asset investment, development, and operations. She has a track record of building over 50mn sq feet of commercial properties in the center of Beijing and Shanghai, along with over RMB 50bn of investment and deal transactions. Yan graduated with a B.Sc. in civil engineering from Tianjin University.
Siddhartha (Sid) Gupta
Founder & Managing Partner of Alta Capital
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Sid is the Founder and Managing Partner of Alta Capital Management LLP, a sole operating partner of Rava Partners in India. Sid has over 17 years of real asset industry experience, previously working as a Managing Director at Blackstone from 2010 to 2020. He was a VP in Merrill Lynch between 2007 to 2010 as part of investment team of their real-estate Asia Fund. He has closed over US$8bn of real asset investments in India across numerous transactions, with extensive involvement in India’s first and second REIT IPOs. He is a Chartered Accountant and holds an MBA from the Indian Institute of Management Lucknow.
Portfolio Companies
Logicap
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A logistics, industrial & digital infrastructure specialist focused on developing high-quality, investment-grade assets across emerging markets, with a particular emphasis on India.
Good Host Spaces
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A pan-India student housing platform for acquisition and development of such accommodations and in a leading Student Housing Operator. Acquisitions and operations including facility management, purpose-built student housing design and development management.
Capella Educore
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Education infrastructure development services company, specialising in student housing and K-12 educational infrastructure
Atlatl
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An innovative life science park owner, operator and incubator providing labs and offices, professional R&D support, and incubation services to early-stage pharmaceutical R&D start-ups.
Altea
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Altea is a pan-Asian real asset solutions provider in the life sciences sector. The company partners with universities, research institutions, industry and governments to facilitate innovation by promoting life science ecosystems.
Eza Hill
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Eza Hill invests and develops industrial, logistics, and business park real asset opportunities in Southeast Asia.
Gaolu
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An integrated logistics platform focused on industrial assets in China which include Black Kite Properties and MIG Mangrove Investment Group Logistics.
Tablespace
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India’s leading managed office service provider with over 6 million square feet of custom-built workspaces.
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