Bridging Real Assets
and Capital Decisions
ABOUT US
Formed in 2024, Leaf & Ledger is a European advisory and research firm serving institutional investors and managers. We focus on real assets and private markets, with public-market read-throughs where material. Our work emphasises valuation signals, market structure, and execution topics that translate technical assessment into underwriting and strategy.
COVERAGE FOCUS
Independent, buy-side research on real assets and private markets. Coverage supports underwriting, portfolio planning, timing, and exit preparation.
​OUR APPROACH
We combine technical proficiency with strategic insight to deliver work tailored to investment teams. Our approach is underpinned by leading real-assets standards, such as the Carbon Risk Real Estate Monitor (CRREM) and related frameworks, aligning strategies with current rules, thresholds, and best practices across an evolving regulatory landscape.
WHAT WE OFFER
Buy-side research for institutional investors in real assets and private markets. Focus on valuation signals, market structure, and execution topics that turn technical detail into underwriting, portfolio planning, and strategy. Primary coverage includes commrcial real estate and infrastructure, private equity and special situations, private credit and fund finance, and policy and reporting. Readership includes teams at leading pension plans and sovereign wealth funds, and subscribers to our private research letter include institutional investors across Canada, the US, the UK, and the EU.
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2. Regulatory Intelligence & Strategic Planning
Tailored consulting that translates disclosure requirements, policy changes, and regulatory thresholds into portfolio decisions. Coverage includes EU and national frameworks, financing opportunities, and enabling technologies for capital planning and long-term strategy.
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Specialised modelling product that translates technical reports, asset data, and constraints into structured, costed, constraint-aware implementation plans aligned to leases, hold periods, and exit objectives. Built for institutional use.