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The future of real assets

Terrasight explores the future of real assets - how capital, technology, and systems are reshaping the physical world.

We explore how legacy assets like real estate and infrastructure are being restructured, revalued, and redistributed through emerging financial models and digital infrastructure. For builders and investors shaping the next generation of cities.

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Why I started Terrasight

Infrastructure and real estate were traditionally treated as separate sectors, despite similarities. They have their own networks, professionals, and ways of structuring deals. Real estate, especially in private equity, moves faster, driven by financial engineering, particularly during the era of cheap debt. Infrastructure is slower, bigger, often public sector led, and requires a longer time horizon. We are now seeing both sectors converging under the broader “real asset” umbrella. Today’s...

5 months ago • 1 min read

I’ve always loved Bruce Lee’s quote: “I do not fear the man who has practised 10,000 kicks once, but I fear the man who has practised one kick 10,000 times.” Then one day I thought- what if I take that literally? So I set out to train a single Muay Thai roundhouse kick (right side) 10,000 times. What I realised: 1. Be like water Power is not brute force- it’s a balance between effort and flow. A clean, devastating kick comes from knowing when to relax and when to strike. Many people tense up,...

4 days ago • 1 min read

I recently chatted with Matteo Bosco, CEO of Conser Invest, about the future of sustainable investing. One topic stood out: the demographic shift toward aging populations - and its implications for urban development and capital deployment. The context: By 2050, 1 in 6 people globally will be over 65. Most of them will live in cities that weren’t built for longevity. Matteo’s lens: He’s caring for his mother today, but the generational contract around aging is shifting. Cities need to support...

5 months ago • 1 min read

I attended a session on utilizing blended finance in PPP projects, hosted by WAPPP. The focus was on how public sector funding can expand the pipeline of viable projects and crowd in private investment by addressing early-stage risks. We talked about strategies to make individual PPP projects more bankable, including risk-sharing mechanisms, credit enhancements, and structured guarantees. There’s $482 trillion in global financial assets. 88% is owned by the private sector. But once you...

5 months ago • 1 min read

I recently spoke with a CEO working at the forefront of natural capital investing. London-based firm, global portfolio. Here are some emerging trends: · These deals are like elephant hunting - infrequent, but massive when they land. · Saudi Arabia government are investing in reversing desertification and re-greening efforts. · Sub-Saharan Africa faces urgent needs: food security, reforestation, crop resilience, regional transformation. · Goal is to build commercially viable, repeatable,...

5 months ago • 1 min read