Private market performance in Q1 2025

Executive Summary

Private market performance in Q1 2025 reveals a shifting landscape: infrastructure and private debt continue to outperform, while private equity lags behind its historical average. Investors seeking resilience, yield, and uncorrelated growth are looking to diversify beyond traditional buyout strategies. Jasmine Blue Capital focuses on these outperforming segments with asset-backed investment models designed for stability and scale.

What’s Happening?

According to Preqin’s Q1 2025 benchmarks:

• Infrastructure remains the top performer among alternatives:

  • 2024 return: 10.2%

  • 3-year cumulative return: 34.5%

• Private debt continues steady growth:

  • 2024 return: 8.4%

  • Strong demand driven by interest rate dynamics

• Private equity returned just 7.4% in 2024 – well below its 10-year average of 14.1%

• Venture capital underperformed with only 1.1% return, struggling under pressure from down rounds and valuation resets

These results reflect broader macro trends: demand for real-world utility, capital discipline, and investment structures with built-in downside protection.

Why It Matters for Investors

Jasmine Blue Capital’s thesis aligns with the outperforming segments:

• Infrastructure investment through aviation-related assets, energy-efficient mobility hubs, and digital transport ecosystems

• Private debt structures enabling stable, fixed-income style returns via aircraft leasing, pilot training finance, and infrastructure-backed credit

• Exposure to cash-generating operations with enterprise and government demand, not speculative growth

This is where institutional capital is flowing – and where family offices increasingly seek access without taking on early-stage venture risk.

What’s Next?

• Infrastructure AUM is forecast to rise, driven by government spending, energy transition, and AI data center demands

• Private debt is expected to grow from $1.5tn (2023) to $2.64tn by 2029

• Private equity is expected to rebound, but performance will remain uneven – vintage and sector selection will be key

• LPs will continue reallocating from VC and buyout into more yield-stable strategies

Jasmine Blue Capital is already positioned in this shift – delivering direct access to infrastructure growth and private debt stability, with full transparency and real-world collateral.

Join Jasmine Blue Capital

If you're looking to:

• Rebalance away from underperforming private equity

• Access top-performing private market segments

• Invest in aviation infrastructure, mobility hubs, and training ecosystems

📩 Let’s talk. We’ll show you where capital flies when it wants yield, not noise.