Lighthouse Infrastructure

Name

Lighthouse Infrastructure

Legal name

Lighthouse Infrastructure Management Limited

Website

https://lighthouseinfrastructure.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Infrastructure Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Energy & Power Infrastructure Funds (Generation, Transmission, Storage) (FSANAEAB)

akta.pro secondary industries

Renewable Energy Infrastructure (FSAAAKAG), Sustainable Infrastructure & Resilient Cities Funds (FSANAJAC), Social Infrastructure Funds (Schools, Hospitals, Civic) (FSANAEAN), Project Finance & Capital Structuring (Debt/Tax Equity/Project Bonds) (EUAMAAAD)

Keywords

• Sustainable infrastructure funds
• Renewable energy investing
• Social infrastructure assets
• Fund management services
• Institutional investment management

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Fund Management Fees: Lighthouse Infrastructure generates revenue as a fund manager through management fees charged on funds under management. The firm manages two primary funds: Lighthouse Infrastructure Fund Trust (LIFT) and Lighthouse Energy Alternatives Fund (LEAF), both targeting sustainable infrastructure investments.
2. Performance Fees / Carried Interest: As a fund manager, Lighthouse Infrastructure likely earns performance-based fees tied to investment returns, consistent with infrastructure fund management industry standards.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Lighthouse Infrastructure is a specialist Australian fund manager that creates, develops, and invests in unlisted sustainable infrastructure assets on behalf of institutional investors. The firm manages multiple funds (LIFT, LEAF, ADAPT, ADAPT2) targeting renewable energy generation and storage (utility-scale solar, battery storage), social infrastructure (Specialist Disability Accommodation, key worker housing), and the energy transition. Capital is raised through private placements from superannuation funds and insurance companies, generating revenue via management fees and performance fees.

Product overview

Lighthouse Infrastructure operates as a fund manager offering multiple investment vehicles focused on sustainable infrastructure. The company manages two primary funds: the Lighthouse Energy Alternatives Fund (LEAF), an evergreen fund investing in renewable energy generation, storage and infrastructure; and the Lighthouse Infrastructure Fund Trust (LIFT), an open-ended fund for sustainable Australian infrastructure. The investment portfolio includes utility-scale solar assets (Emerald Solar Farm at 72MW and Clare Solar Farm at 100MW), co-located Battery Energy Storage Systems, rooftop solar installations, key worker accommodation through the SGCH Keys partnership, and Specialist Disability Accommodation via the ADAPT and ADAPT2 funds. The product offering consists of institutional-grade unlisted infrastructure funds with a focus on renewable energy and social infrastructure, designed to deliver sustainable returns alongside positive social and environmental outcomes aligned with UN Sustainable Development Goals.

Differentiator

Problem solved

Functional benefit

Brands

• Lighthouse Infrastructure Fund Trust (LIFT): Open-ended investment fund investing in sustainable Australian infrastructure with focus on renewable energy and social infrastructure.
• Lighthouse Energy Alternatives Fund (LEAF)
• Australian Disability Accommodation Projects Trust 2 (ADAPT2)

Products and services

• Lighthouse Energy Alternatives Fund (LEAF) Evergreen fund with mandate to invest in renewable energy generation, storage, transportation and related energy infrastructure. Targets assets in Australia and Asia Pacific region, with over 170MWAC in operating large-scale solar assets. Distributed to institutional investors via private placement.
• Lighthouse Infrastructure Fund Trust (LIFT) Open-ended investment fund investing in sustainable Australian infrastructure generating positive social outcomes. Focuses on renewable energy and social infrastructure with scope for utility and transportation sectors. No leverage at asset or fund level, designed to reduce volatility of returns and costs.
• Australian Disability Accommodation Projects Trust (ADAPT) Evergreen fund focused on long-term investments in Australian Specialist Disability Accommodation (SDA). Approximately $250 million in assets invested in 136 homes across 73 locations, providing homes for 400 NDIS participants.
• Australian Disability Accommodation Projects Trust 2 (ADAPT2) Second SDA investment fund with A$300 million in equity commitments at first close, 100% supported by Australian institutional investors. Circa $500 million capacity to invest for over 1,000 NDIS participants.
• Emerald Solar Farm 72MW solar farm located in Emerald, Queensland. Australia's first corporate PPA with Telstra. Powers approximately 35,000 Queensland homes and abates approximately 130,000 tonnes CO2e annually.
• Emerald Battery Energy Storage System (BESS) 4-hour 60MW / 240MWh battery storage system co-located with Emerald Solar Farm. Stores excess solar energy and provides grid support through energy dispatch and ancillary services; commissioning forecast to commence in 2028.
• Clare Solar Farm 100MW solar farm located 35km south-west of Ayr in Northern Queensland. Long-term PPA with Origin Energy covering 100% of output and LGCs. Powers approximately 54,000 Queensland homes, abating approximately 200,000 tonnes CO2e annually.
• Clare Battery Energy Storage System (BESS) 4-hour 100MW / 400MWh BESS co-located with Clare Solar Farm. Planning approval received September 2024; commissioning forecast to commence early 2028.
• Rooftop Solar Portfolio Portfolio of roof-mounted solar systems with associated purchasing power agreements across schools, community clubs, commercial and residential customers in South Australia, Northern Territory and Victoria.
• SGCH Keys - Key Worker Accommodation Affordable key worker accommodation investments in partnership with SGCH. Includes 85 apartments in Westmead and 76 apartments in Parramatta. Properties rented to essential workers (emergency services, health, education) at maximum 75% of market rates.
• Home4Life Disability Housing Consortium investment (Compass Housing, BlueCHP, Lighthouse) to construct 118 homes throughout NSW for people with disability. Residents transferred from State-based care to new homes within the community, housing over 300 residents.
• Liverty Housing Partnership Investment in 70 SDA and 7 concierge apartments across Victoria, NSW, Queensland and ACT. Provides appropriate independent living for young people with disability previously in aged care or hospital facilities.

Quantifiable outcome

• Emerald Solar Farm generates enough electricity to power approximately 35,000 Queensland homes and abate emissions of around 130,000 tonnes of CO2e annually.
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Twelve partnerships are on record, tiered core and secondary.

• SGCH (Sydney Community Housing)coreStrategic or Co-development PartnerLandmark partnership with SGCH, NSW's largest community housing provider, for key worker affordable housing. Total investment of $120M ($59M in 2021 for Westmead 85 apartments + $61M in 2022 for Parramatta 76 apartments). Rents charged at maximum 75% of market rates to key workers in emergency services, health, and education sectors.
• Harvard Law SchoolcoreStrategic or Co-development PartnerLighthouse sponsors and collaborates with Harvard Law School's Pensions, Capital Stewardship, and Infrastructure Center activities, which advance interests of long-term investments by pension funds in infrastructure.
• Stanford UniversitycoreStrategic or Co-development PartnerDr Ashby Monk, Senior Advisor to Lighthouse, serves as Executive and Research Director of the Stanford Global Projects Center. Interdisciplinary research centre facilitating understanding of financing, development, and governance of critical infrastructure worldwide.
• Clean Energy Investor Group (CEIG)coreOthersFounding member of CEIG. CEIG represents domestic and global renewable energy developers and investors with more than 11GW of installed renewable energy capacity and combined portfolio value of around $24 billion. Strongly advocates for efficient transition to clean energy system.
• Investor Group on Climate Change (IGCC)coreOthersMember of IGCC, a collaboration of Australian and New Zealand investors focusing on climate change impact on financial value of investments. IGCC represents institutional investors with total funds under management of over $2 trillion.
• United Nations Principles for Responsible Investment (UNPRI)coreOthersSignatory to UNPRI. Six voluntary principles for incorporating ESG issues into investment practices, contributing to developing a more sustainable global financial system.
• OECDsecondaryStrategic or Co-development PartnerDr Allan Wain is involved in the 'OECD Framework for the Governance of Infrastructure' project, assisting OECD policy makers in addressing governance challenges associated with public infrastructure projects.
• RES AustraliacoreOthersAsset manager for Emerald Solar Farm. RES (Renewable Energy Systems) is a leading global renewable energy business based in the UK. Lighthouse acquired 100% of Emerald Solar Park from RES in October 2017.
• Liverty Housing (formerly Summer Housing)coreStrategic or Co-development PartnerPartnership to invest in SDA housing through ADAPT. Venture invested in 70 SDA and 7 concierge apartments across Victoria, NSW, Queensland, and ACT. Provides appropriate independent living for young people with disability previously in aged care or hospital facilities.
• Home4Life ConsortiumcoreStrategic or Co-development PartnerConsortium comprising Compass Housing, BlueCHP, and Lighthouse Infrastructure. Constructed 118 homes throughout NSW for people with disability, housing over 300 residents in newly built small-scale homes located within the community.
• DeicorpsecondaryOthersSydney developer and builder that completed Highline development (Westmead apartments). Partnered with SGCH and Lighthouse for 85 apartments acquired for key worker housing.
• Aoyuan InternationalsecondaryOthersLeading Sydney developer that completed Lennox development in Parramatta. 76 apartments acquired by SGCH/Lighthouse for key worker housing through this development.

Scale indicators8 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• QIC (Queensland Investment Corporation): Queensland government-owned investment manager with a global infrastructure portfolio including renewables and social assets. QIC competes with Lighthouse for Queensland-based institutional mandates and renewable energy opportunities.
• IFM Investors: Industry-superannuation-owned Australian infrastructure fund manager with global investments across renewables, transport, and social infrastructure. IFM dwarfs Lighthouse in scale but competes for the same institutional mandates in Australian sustainable infrastructure.

Direct peers

• Plenary Group: Australian infrastructure developer and fund manager specialising in PPP, social, and sustainable infrastructure. Plenary is a direct peer in the social-infrastructure and renewable energy PPP segments in Australia.
• Morrison & Co: Australian and New Zealand infrastructure investment firm with renewable energy, social, and digital infrastructure mandates. Morrison & Co is a direct peer in mid-market Australian and Asia-Pacific infrastructure fund management.
• Hastings Funds Management: Established Australian infrastructure asset manager (now owned by Vantage Infrastructure). Lighthouse's founder Mitch King and CFO Jim Hallam both previously held senior roles at Hastings, and the firms compete for similar institutional infrastructure mandates.
• Palisade Investment Partners: Australian specialist infrastructure and real assets fund manager. Palisade is a direct competitor in mid-market Australian infrastructure investing, including the Port of Portland deal Lighthouse previously advised on, making it the closest comparable boutique manager.

Regional players

• Cbus Super: Major Australian industry super fund with significant direct infrastructure investment capability. Cbus is both a potential LP for Lighthouse funds and a competitor for direct infrastructure deals in Australia.
• REST Super: Australian industry super fund with direct infrastructure and renewable energy investments. REST is a comparable institutional investor profile and a competitor/partner for Australian infrastructure deal flow.
• FRV (Fotowatio Renewable Ventures): Global solar developer and IPP from which Lighthouse acquired 50% of Clare Solar Farm in 2017. FRV is a relevant comparable as a solar developer/operator active in Australia that has partnered with infrastructure fund managers.

Emerging players

• Clean Energy Investor Group (CEIG) member firms (e.g., Iberdrola Australia, Tilt Renewables): Lighthouse is a founding member of CEIG, alongside renewable energy developers and investors with 11GW+ installed capacity. Member firms such as Iberdrola Australia compete in the Australian utility-scale solar and storage market that LEAF targets.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/lighthouseinfra
• LinkedInlinkedin.com/company/3355690

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lighthouse Infrastructure