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Sector 11 · Alternatives
Marinas, self-storage, film studios.
The specialist real assets sitting outside the traditional four quadrants — with institutional-grade income when structured right.
Sub-sectors covered
9
expanding
Prime yield (self-storage)
8.75%
-25 bps YoY
Institutional allocation
12%
+3 pp YoY
Deal count 2025
42
+27% YoY
Overview
Alpha lives at the edges.
Alternatives out-perform when the market is competitive and specialist knowledge is scarce. PDB's alternatives team covers self-storage, marinas, film studios, education, senior living, EV infrastructure, energy-transition assets and other specialist real estate at institutional scale.
Themes we're tracking
The forces reshaping the sector.
01
Self-storage
Institutional roll-up of a fragmented market with high operating leverage.
02
Film and studio
Streaming-era production investment underwriting long-lease sound-stage development.
03
EV charging
Grid-connected forecourt real estate re-priced to reflect fuel-transition economics.
04
Energy transition
Solar, wind, battery-storage land and operational assets emerging as a distinct sub-sector.
05
Marinas
Boat ownership and coastal tourism driving berth-rent inflation and expansion pipelines.
06
Education
Private-school and university partnerships supporting long-lease institutional stock.
How we help
Mandates we deliver.
01
Origination
Off-market sourcing of specialist real assets for institutional and family-office capital.
02
Structuring
Bespoke ownership and management structures to convert operating exposure into real-estate risk.
03
Valuation
Specialist trading-based and DCF valuation for alternative asset classes.
04
Platform aggregation
Roll-up strategy and execution to build institutional-scale platforms.
05
Exit and IPO readiness
Preparation of alternative-asset platforms for institutional sale or listing.
Ready to view
See the assets, on site.
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