Take real assets
We are an investment firm that targets transportation and industrial assets, companies, and related services. We embrace macro-economic themes to make long-view investments, rather than expedient ones.
At ITE, our ~$4B* of real assets reflects our focus on low volatility, cash yield, and superior risk adjusted returns.
Applying operating expertise to transportation and industrial asset investing.
We are experts, not generalists. Our principals are seasoned industry professionals in investments, asset management, banking, manufacturing, and leasing with an average of over 25 years of experience.
We focus on people, operations, data, and processes to take us deeper into these productive assets, gaining perspective and insights that help construct stable, diversified portfolios for investors.
We have built our transportation and industrial funds with these characteristics in mind:
Our assets are crucial to shippers’ operations and revenue generations with utilization throughout cycles, generally predictable lease rates, and long-term contracts.
Our funds have low correlation to equity and credit markets as essential-use equipment is tied to industrial production and economically critical to GDP fundamentals.
We seek to generate long-duration, high-quality returns balanced by established customer credit and historically negligible write-offs.
Our investment portfolios present tax advantages related to real asset depreciation with potential advantageous pass-through tax benefits for investors.
The extended useful life of transport assets enables favorable inflation protection, low risk of technology obsolescence, and a natural interest rate hedge.
We pursue an environmentally sustainable strategy, evaluating assets that have lower greenhouse gas emissions than other transport options with end-of-life recycling programs.
OUR APPROACH INCLUDES:
Asset & Portfolio Management
ITE optimizes asset portfolios to lower volatility and maximize cash.
Our network of operating companies provides robust industry knowledge, deal flow, and capital allocation.
We leverage proprietary predictive data modeling to unlock new insights, drive core decisions, and diversify portfolio construction.
Our extensive investment diligence process proactively addresses financial and tax structures, diversified capital sources, and long-term exposure mitigation.LEARN MORE ABOUT ITE MANAGEMENT L.P.