This opportunity is available for investment
The Fund is a continuously offered, non-diversified, closed-end management company. The Fund is an interval fund that will provide limited liquidity by offering to make quarterly repurchases of shares at net asset value ("NAV"), which will be calculated on a daily basis. See "Quarterly Repurchases of Shares," and "Determination of Net Asset Value."
Investment Objective The Fund's investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Development Goals ("SDGs") through their products and services.
Investment Strategy The Fund pursues its investment objective by strategically investing in a portfolio of private institutional infrastructure investment funds ("Private Investment Funds") as well as public infrastructure securities. Under normal circumstances, the Fund intends to invest at least 80% of its assets (net assets plus borrowings for investment purposes) in securities issued by sustainable infrastructure companies, including Private Investment Funds, secondary interests and co-investments, and public infrastructure securities. The Fund may also invest in ETFs and other investment vehicles such as closed-end funds, mutual funds and unregistered investment funds that invest principally, directly or indirectly, in infrastructure (collectively, "Other Investment Vehicles" and together with Private Investment Funds, the "Underlying Funds" and each an "Underlying Fund"), as well as other publicly traded income producing securities. The Fund may also invest in investment-grade debt securities of infrastructure companies. The Fund expects to invest in both domestic and foreign (including emerging markets) securities. Potential investments include all types of equities including American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") of global infrastructure securities trading on U.S. and global exchanges and marketplaces. In addition, the Fund may invest in real estate investment trusts ("REITs") that invest in infrastructure related assets.
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
Key benefits and features of this investment opportunity
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
The Fund intends to focus on three infrastructure megatrends: (i) digital transformation, (ii) energy transition, and (iii) enhancement of aging infrastructure assets (the "Megatrends").
Digital Transformation: Investments in the securities of companies that are within the communications infrastructure sector, including companies that own, operate, and develop cellular tower, fiber network, satellite and data center assets.
Energy transition: Investments in the securities of companies that intend to enable the transition to cleaner energy sources and electrification through investment in the assets (generation, transmission, network grid, storage, smart meters, battery charging stations, among other assets) that will lead to more efficiency and lower carbon-intense power and heating.
Enhancement of Aging Infrastructure Assets: Investments in the securities of companies that are within the midstream energy, water utilities, gas utilities and transportation infrastructure sectors that may benefit from increased investment to repair and enhance existing assets.
By investing in the Fund, the Adviser expects that shareholders may realize (either directly or indirectly) the following potential benefits:
Access to Institutional Managers — Many of the Private Investment Funds in which the Fund seeks to invest are intended for large, institutional investors and have a large minimum investment size and other investor criteria that might otherwise limit their availability to individual, non-institutional investors. Thus, the Fund provides investors exposure to such Private Investment Funds managed by leading institutional investment managers that may not otherwise be available to individual, non-institutional investors.
• Multi-Strategy, Multi-Manager Investment Strategy — Given the investment strategy of the Fund, investors are able to gain exposure to different strategies, managers, and sectors by making a single investment in the Fund, whereas due to the large minimums of many of the Private Investment Funds in which the Fund seeks to invest, such a strategy may not otherwise be feasible for individual investors.
• Advantageous Investment Terms — By taking advantage of volume and other discounts that typically are not available to individual investors, the Fund may be able to provide certain economies of scale to investors through a reduction in the fees charged by the Private Investment Funds in which the Fund seeks to invest and which may not otherwise be permitted or available to individual investors.
• Customized Public Market Strategy in line with Fund Objectives — The Sub Adviser has managed a global sustainable infrastructure separate account strategy focused on maximizing return while providing current income since February 2011. The Fund provides access to the Sub Adviser's proprietary sustainable investment process, which typically is reserved for institutional investors and seeks to identify infrastructure securities that are undervalued relative to their peers.
The offering documents below have been prepared and are being delivered by the Sponsor of this investment opportunity.
Get help from our team of investment specialists or use our portfolio builder tool to model this investment in your 1031 exchange strategy.
Offering Type
Fund
Asset Class
Sustainable Infrastructure
Location
Global
Please refer to the Cantor Fitzgerald Infrastructure Fund - Private Placement Memorandum for more details regarding distributions and risk factors of the investment.
Cantor Fitzgerald
The Adviser and the Sub-Adviser. The Fund's investment adviser is Cantor Fitzgerald Investment Advisors, L.P. (the "Adviser"), a registered investment adviser under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), and a wholly owned subsidiary of Cantor Fitzgerald, L.P. ("Cantor"). Founded in 1945, Cantor is a leading global financial services and real assets investment firm with over 12,000 employees in over 160 offices in 22 countries. Cantor has an investment grade credit rating. Cantor Fitzgerald & Co., a wholly owned subsidiary of Cantor, is a preeminent investment bank serving more than 7,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, prime brokerage, commercial real estate and infrastructure. Cantor Fitzgerald & Co. is also one of the 24 primary dealers authorized to transact business with the Federal Reserve Bank of New York.
The Adviser has engaged Capital Innovations, LLC (the "Sub-Adviser"), a registered investment adviser under the Advisers Act, to provide ongoing research, recommendations, and portfolio management regarding the Fund's investment portfolio. The Sub-Adviser is a privately-held, alternative investment asset manager strategically positioned to advise investors. Founded in 2007, the Sub-Adviser has advised, managed, or co-sponsored investment programs since its inception. The Sub-Adviser is a boutique investment organization specializing in infrastructure, real estate, and natural resources with a focus on sustainable investing. The Sub-Adviser is majority female owned, and its senior executives possess over 95 years of collective investment experience throughout multiple market cycles overseeing capital for institutional investors, sophisticated high net worth individuals, and fund management companies. The Sub-Adviser's alternative investment solutions include actively-managed listed real assets strategies and private markets real asset strategies. The Sub-Adviser manages a suite of carefully curated, institutional quality real asset investment solutions through a community of partners, including independent and insurance broker-dealers, warehouses, registered investment advisory firms, and the financial advisors who work with these enterprises.
For more information, view the .
All details presented on this page are subordinate to and qualified entirely by the comprehensive information contained within the Sponsor's official Investment Documentation. The content displayed here remains incomplete and may be modified by the Sponsor without notice prior to closing. The Sponsor's Investment Documentation and related materials include critical details regarding investment goals, business strategies, potential risks, fees, costs, and additional material information that should be thoroughly evaluated before making any investment decision. The information presented on this page is insufficient for making informed investment choices.
This investment is speculative, highly illiquid, and involves substantial risk. There can be no assurances that all or any of Sponsor's assumptions, expectations, estimates, goals, hypothetical illustrations, or other aspects of Sponsor's business plans ("Assumptions") will be true or that actual performance will bear any relation to Sponsor's Assumptions, and no guarantee or representation is made that Sponsor's Assumptions will be achieved. If Sponsor does not achieve its Assumptions, your investment could be materially and adversely affected. A loss of part or all of the principal value of your investment may occur. You should not invest unless you can readily bear the consequences of such loss. Sponsor's Assumptions should not be relied upon as the primary basis for your decision to invest.
Sponsor is solely responsible for statements made concerning forward-looking statements and Assumptions, which apply only as of the date made, are preliminary and subject to change, and are expressly qualified in their entirety by the disclosures and cautionary statements included in Sponsor's Investment Documents, which you should carefully review. A Sponsor is obligated to update or revise such forward-looking statements or Assumptions to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events. Sponsor's forward-looking statements and Assumptions are hypothetical, not based on actual investment achievements or events, and are presented solely for purposes of providing insight into the Sponsor's investment objectives, detailing Sponsor's anticipated risk and reward characteristics, and establishing a benchmark for future evaluation of actual results; therefore, they are not a predictor, projection, or guarantee of future results. You should not rely on Sponsor's forward-looking statements as a basis to invest.
Importantly, we do not adopt, endorse, or provide any assurance of returns or as to the accuracy or reasonableness of Sponsor's Assumptions or forward-looking statements.
Any reference to historical performance does not indicate future results and should not be considered the primary factor in investment decisions.
Sponsor's securities offering will not be registered under the Securities Act of 1933, as amended (the "Securities Act"), in reliance upon the exemptions from registration pursuant to Rule 506(c) of Regulation D as promulgated under the Securities Act ("Private Placement"). In addition, the offering will not be registered under any state securities laws in reliance on exemptions from state registration. Such securities (your ownership interests) are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption. All Private Placements on the Platform are intended solely for "Accredited Investors," as that term is defined in Rule 501(a) under the Securities Act.
Nothing presented on this page constitutes investment advice (whether regarding specific securities or overall investment strategies), recommendations, offers to sell, or solicitations to purchase any security. Professional securities advice is strongly recommended to comprehend and evaluate the risks inherent in real estate or private placement investments.
Internal Revenue Code Section 1031 ("Section 1031") involves intricate tax principles, and tax implications may differ based on individual investor circumstances. Anchor1031, LLC and Quincy Wells Capital, LLC provide no representations or warranties regarding the tax consequences of your investment or whether the IRS will accept such tax treatment. Consultation with and reliance upon your personal tax advisor regarding tax implications specific to your situation is essential.
The Fund is a continuously offered, non-diversified, closed-end management company. The Fund is an interval fund that will provide limited liquidity by offering to make quarterly repurchases of shares at net asset value ("NAV"), which will be calculated on a daily basis. See "Quarterly Repurchases of Shares," and "Determination of Net Asset Value."
Investment Objective The Fund's investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Development Goals ("SDGs") through their products and services.
Investment Strategy The Fund pursues its investment objective by strategically investing in a portfolio of private institutional infrastructure investment funds ("Private Investment Funds") as well as public infrastructure securities. Under normal circumstances, the Fund intends to invest at least 80% of its assets (net assets plus borrowings for investment purposes) in securities issued by sustainable infrastructure companies, including Private Investment Funds, secondary interests and co-investments, and public infrastructure securities. The Fund may also invest in ETFs and other investment vehicles such as closed-end funds, mutual funds and unregistered investment funds that invest principally, directly or indirectly, in infrastructure (collectively, "Other Investment Vehicles" and together with Private Investment Funds, the "Underlying Funds" and each an "Underlying Fund"), as well as other publicly traded income producing securities. The Fund may also invest in investment-grade debt securities of infrastructure companies. The Fund expects to invest in both domestic and foreign (including emerging markets) securities. Potential investments include all types of equities including American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") of global infrastructure securities trading on U.S. and global exchanges and marketplaces. In addition, the Fund may invest in real estate investment trusts ("REITs") that invest in infrastructure related assets.
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
Key benefits and features of this investment opportunity
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
The Fund intends to focus on three infrastructure megatrends: (i) digital transformation, (ii) energy transition, and (iii) enhancement of aging infrastructure assets (the "Megatrends").
Digital Transformation: Investments in the securities of companies that are within the communications infrastructure sector, including companies that own, operate, and develop cellular tower, fiber network, satellite and data center assets.
Energy transition: Investments in the securities of companies that intend to enable the transition to cleaner energy sources and electrification through investment in the assets (generation, transmission, network grid, storage, smart meters, battery charging stations, among other assets) that will lead to more efficiency and lower carbon-intense power and heating.
Enhancement of Aging Infrastructure Assets: Investments in the securities of companies that are within the midstream energy, water utilities, gas utilities and transportation infrastructure sectors that may benefit from increased investment to repair and enhance existing assets.
By investing in the Fund, the Adviser expects that shareholders may realize (either directly or indirectly) the following potential benefits:
Access to Institutional Managers — Many of the Private Investment Funds in which the Fund seeks to invest are intended for large, institutional investors and have a large minimum investment size and other investor criteria that might otherwise limit their availability to individual, non-institutional investors. Thus, the Fund provides investors exposure to such Private Investment Funds managed by leading institutional investment managers that may not otherwise be available to individual, non-institutional investors.
• Multi-Strategy, Multi-Manager Investment Strategy — Given the investment strategy of the Fund, investors are able to gain exposure to different strategies, managers, and sectors by making a single investment in the Fund, whereas due to the large minimums of many of the Private Investment Funds in which the Fund seeks to invest, such a strategy may not otherwise be feasible for individual investors.
• Advantageous Investment Terms — By taking advantage of volume and other discounts that typically are not available to individual investors, the Fund may be able to provide certain economies of scale to investors through a reduction in the fees charged by the Private Investment Funds in which the Fund seeks to invest and which may not otherwise be permitted or available to individual investors.
• Customized Public Market Strategy in line with Fund Objectives — The Sub Adviser has managed a global sustainable infrastructure separate account strategy focused on maximizing return while providing current income since February 2011. The Fund provides access to the Sub Adviser's proprietary sustainable investment process, which typically is reserved for institutional investors and seeks to identify infrastructure securities that are undervalued relative to their peers.
The offering documents below have been prepared and are being delivered by the Sponsor of this investment opportunity.
Get help from our team of investment specialists or use our portfolio builder tool to model this investment in your 1031 exchange strategy.
Offering Type
Fund
Asset Class
Sustainable Infrastructure
Location
Global
Please refer to the Cantor Fitzgerald Infrastructure Fund - Private Placement Memorandum for more details regarding distributions and risk factors of the investment.
Cantor Fitzgerald
The Adviser and the Sub-Adviser. The Fund's investment adviser is Cantor Fitzgerald Investment Advisors, L.P. (the "Adviser"), a registered investment adviser under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), and a wholly owned subsidiary of Cantor Fitzgerald, L.P. ("Cantor"). Founded in 1945, Cantor is a leading global financial services and real assets investment firm with over 12,000 employees in over 160 offices in 22 countries. Cantor has an investment grade credit rating. Cantor Fitzgerald & Co., a wholly owned subsidiary of Cantor, is a preeminent investment bank serving more than 7,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, prime brokerage, commercial real estate and infrastructure. Cantor Fitzgerald & Co. is also one of the 24 primary dealers authorized to transact business with the Federal Reserve Bank of New York.
The Adviser has engaged Capital Innovations, LLC (the "Sub-Adviser"), a registered investment adviser under the Advisers Act, to provide ongoing research, recommendations, and portfolio management regarding the Fund's investment portfolio. The Sub-Adviser is a privately-held, alternative investment asset manager strategically positioned to advise investors. Founded in 2007, the Sub-Adviser has advised, managed, or co-sponsored investment programs since its inception. The Sub-Adviser is a boutique investment organization specializing in infrastructure, real estate, and natural resources with a focus on sustainable investing. The Sub-Adviser is majority female owned, and its senior executives possess over 95 years of collective investment experience throughout multiple market cycles overseeing capital for institutional investors, sophisticated high net worth individuals, and fund management companies. The Sub-Adviser's alternative investment solutions include actively-managed listed real assets strategies and private markets real asset strategies. The Sub-Adviser manages a suite of carefully curated, institutional quality real asset investment solutions through a community of partners, including independent and insurance broker-dealers, warehouses, registered investment advisory firms, and the financial advisors who work with these enterprises.
For more information, view the .
All details presented on this page are subordinate to and qualified entirely by the comprehensive information contained within the Sponsor's official Investment Documentation. The content displayed here remains incomplete and may be modified by the Sponsor without notice prior to closing. The Sponsor's Investment Documentation and related materials include critical details regarding investment goals, business strategies, potential risks, fees, costs, and additional material information that should be thoroughly evaluated before making any investment decision. The information presented on this page is insufficient for making informed investment choices.
This investment is speculative, highly illiquid, and involves substantial risk. There can be no assurances that all or any of Sponsor's assumptions, expectations, estimates, goals, hypothetical illustrations, or other aspects of Sponsor's business plans ("Assumptions") will be true or that actual performance will bear any relation to Sponsor's Assumptions, and no guarantee or representation is made that Sponsor's Assumptions will be achieved. If Sponsor does not achieve its Assumptions, your investment could be materially and adversely affected. A loss of part or all of the principal value of your investment may occur. You should not invest unless you can readily bear the consequences of such loss. Sponsor's Assumptions should not be relied upon as the primary basis for your decision to invest.
Sponsor is solely responsible for statements made concerning forward-looking statements and Assumptions, which apply only as of the date made, are preliminary and subject to change, and are expressly qualified in their entirety by the disclosures and cautionary statements included in Sponsor's Investment Documents, which you should carefully review. A Sponsor is obligated to update or revise such forward-looking statements or Assumptions to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events. Sponsor's forward-looking statements and Assumptions are hypothetical, not based on actual investment achievements or events, and are presented solely for purposes of providing insight into the Sponsor's investment objectives, detailing Sponsor's anticipated risk and reward characteristics, and establishing a benchmark for future evaluation of actual results; therefore, they are not a predictor, projection, or guarantee of future results. You should not rely on Sponsor's forward-looking statements as a basis to invest.
Importantly, we do not adopt, endorse, or provide any assurance of returns or as to the accuracy or reasonableness of Sponsor's Assumptions or forward-looking statements.
Any reference to historical performance does not indicate future results and should not be considered the primary factor in investment decisions.
Sponsor's securities offering will not be registered under the Securities Act of 1933, as amended (the "Securities Act"), in reliance upon the exemptions from registration pursuant to Rule 506(c) of Regulation D as promulgated under the Securities Act ("Private Placement"). In addition, the offering will not be registered under any state securities laws in reliance on exemptions from state registration. Such securities (your ownership interests) are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption. All Private Placements on the Platform are intended solely for "Accredited Investors," as that term is defined in Rule 501(a) under the Securities Act.
Nothing presented on this page constitutes investment advice (whether regarding specific securities or overall investment strategies), recommendations, offers to sell, or solicitations to purchase any security. Professional securities advice is strongly recommended to comprehend and evaluate the risks inherent in real estate or private placement investments.
Internal Revenue Code Section 1031 ("Section 1031") involves intricate tax principles, and tax implications may differ based on individual investor circumstances. Anchor1031, LLC and Quincy Wells Capital, LLC provide no representations or warranties regarding the tax consequences of your investment or whether the IRS will accept such tax treatment. Consultation with and reliance upon your personal tax advisor regarding tax implications specific to your situation is essential.
