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 every deal get full air time. No liquidity-solution boilerplate, no 'priced at NAV' without an as-of date, no GP spin without pushback. Infrastructure secondaries market data, infra fund liquidity, private markets secondary pricing — every episode, every weekday.
Mercer Pays $400M for Stockland Living Stake at 5% Yield — August 10, 2026
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
7 Aug 2026
Apollo’s $1B Starwood REIT Lifeline Puts Liquidity Back in Focus — August 07, 2026
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
6 Aug 2026
Control Deals Rise as Continuation-Fund Scrutiny Sharpens — August 06, 2026
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
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