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Liquid Renewable Investing

Kayne Anderson has invested in infrastructure since 1998 and renewable infrastructure since 2013.

Liquid Renewable Infrastructure Investing

  • Kayne Anderson has been a leader in energy infrastructure investing since 1998, and has invested in renewable energy infrastructure since 2013
  • We invest in companies that own and operate the hard assets of the renewable power industry – like wind, solar & hydro power plants, storage and electrical grids
  • We invest in publicly traded debt and equity securities, and also provide private capital to public companies in the sector (common equity, preferred equity, debt)

Renewable Energy Infrastructure: At an Inflection Point

  • The investment landscape for liquid renewable infrastructure investing has changed dramatically over the last 10 years
  • The levelized cost of wind and solar power has plummeted, and is increasingly cost-competitive with fossil-fuel power generation without subsidies
  • This has led to a significant increase in global investment activity and a strategic shift among utilities, independent power producers, and other infrastructure companies to focus heavily on renewables as a core business
  • Today, there are over 90 globally-listed companies in the Kayne Anderson Renewable Infrastructure Investment Universe

Making an Impact

  • The renewable infrastructure companies we invest in are the global leaders in worldwide deployment of wind, solar and battery storage
  • As a result, they are collectively having an massive, quantifiable impact on the de-carbonization of the global energy system
  • We estimate that that over 600 million tons1 of CO2 emissions are avoided annually as a result of the infrastructure investments made by the listed companies we invest in
1Source: Kayne estimate as of April 24, 2020

Watch a Summary

50% of our portfolio companies have made explicit board-level commitments to advancing specific UN Sustainable Development Goals

Main focus of business contributes meaningfully to SDG 7 (affordable & clean energy) and SDG 13 (climate action)

Private Renewable Investing

Investments in renewable infrastructure and other impact-related sectors

Renewables are the Largest Global Energy Opportunity

  • Renewables represent a large and growing infrastructure investment opportunity outpacing traditional carbon-based power by 2-to-1 in recent years1
  • Renewable infrastructure investments are attractive when structured appropriately
1Source: EIA

Renewable Infrastructure Demand is Driven by Several Factors

Supportive Government Policy

Near-term through Federal tax credits and longer-term through state renewable portfolio standards

Unit Cost Improvements

Increasingly cost comperative with coal/gas; requirement for subsidy support declining globally

Corporate Mandates

Large global corporations increasingly establishing goals of sourcing 100% of power from renewables

Technological Advancements

Investments in smart grids, battery storage and other technologies help enhance the validity of renewables

Environmental Impact

Renewables are reducing greenhouse gas emission from electricity generation and replacing retired coal plants

Having an Impact

Existing project pipeline will generate ~170 billion Kilowatt-hours of electricity during forecasted project lives

Represents ANNUAL CO2 or greenhouse emission reductions equal to:

338 million gallons of gasoline

7.5 billion passenger car miles

1.7 million tons of coal burned

CO2 sequestered by 3.9 million acres of U.S. forests

Source: EPA Greenhouse Gas Equivalency Calculator.