Infrastructure Assets

topic on 1 show · 2 statements across 1 episodes

Capital Allocators

2 statements about Infrastructure Assets, every show

Infrastructure Underperformance Stems From Mismanaging Customers, Regulators, or Governments
“There are three stakeholders in infrastructure assets that keep emerging The first is obviously the customer of the asset. The second is regulators, and the third is government at a state, municipal, or federal level. You intersect with those stakeholders regu…”
Ross Israel May 21, 2018 ▶ 28:58 Ross Israel - Stable, Predictable Cash Flows (EP.53)
QIC Intends to Permanently Own Scarce Gateway Infrastructure Assets
“To be a permanent owner, and some of these assets are very scarce, they might not trade very often, and from that point of view, if you've got certain key assets, gateway airports, gateway ports, very strategic water assets, for instance, some of these things …”
Ross Israel May 21, 2018 ▶ 17:39 Ross Israel - Stable, Predictable Cash Flows (EP.53)

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