Commercial deepwater container port with container cranes and infrastructure under clear morning sunlight
Commercial deepwater container port with container cranes and infrastructure under clear morning sunlight
Wellingo Capital Criteria

Multi-Decade Investment Parameters

Providing patient, low-cost capital designed for absolute safety of yield and long-term capital preservation across essential real asset platforms.

Core Requirements

Mandatory Acquisition Standards

A$50M–A$100M+ Scale

20+ Year Lease / Charter

Triple-Net & Bareboat

BBB Rating & Escalations

Minimum initial purchase price of A$50–100 million. Larger transactions are preferred and readily funded in structured tranches.

Long-term contractual commitments required. Shorter terms may be considered where initial yield reflects market risk profile.

Absolute NNN or bareboat structures where operating expenses, maintenance, insurance, and property taxes remain with the lessee.

BBB/Baa2 rated counterparties or approved guarantees. Commencing yields pegged to bond benchmarks with annual CPI escalations.

Target Sectors

Acceptable Real Asset Classes

We target high-quality, essential-use commercial infrastructure with durable long-term demand. Illustrative asset classes include renewable and conventional energy generation, pipelines, water treatment, and desalination systems.

Capital Structure & Philosophy

Wellingo invests primarily equity capital. In select development or higher-leverage situations, senior bank debt may rank ahead of our equity with a profit-sharing mechanism.

Our mandate extends to port terminals, LNG tankers and vessels, rail and transport networks, specialised industrial logistics hubs, social infrastructure like hospitals or education, and natural resource equipment packages.

We are not price-sensitive provided yield and counterparty criteria are satisfied. Vendors may elect to transact at the higher of independent valuations.

Liberating Capital for Balance-Sheet Growth

Structured buy-back rights, capital pre-funding for asset upgrades, and zero required vendor principal guarantees — delivering conservative, inflation-protected income over 20 years.