Octopus Renewables Infrastructure Trust (LON: ORIT) has continued to execute on its capital recycling strategy, agreeing the partial disposal of two operational assets and taking total proceeds from sales in 2025 to £74.3mn. The trust will sell a 49% stake in the Breach solar farm and fully exit its position in the Crossdykes onshore wind project, with both transactions struck in line with carrying values, reinforcing confidence in portfolio valuations. Japan’s Tokyo Century Corporation will acquire stakes in both assets, while a small residual interest in Crossdykes will be transferred to an Octopus-managed fund.

The disposals mark further progress in ORIT’s shift towards a more active portfolio management approach, with proceeds earmarked primarily for debt reduction and future reinvestment. Having developed the assets from construction or early-stage ownership through to operation, the company is now seeking to redeploy capital into higher-growth opportunities under its “ORIT 2030” strategy. The move highlights a broader trend among infrastructure funds to crystallise value and strengthen balance sheets, even as they position for the next phase of renewable energy investment.

Below is an interview with ORIT fund managers David Bird and Chris Gaydon, filmed at the recent half year results