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renewable infrastructure

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 13, 2023 by Bill Orem · across every show →

Everything said about renewable infrastructure, oldest first

Mar 13, 2023 negative
Insight
Orum: Standard 2-and-20 fees deter scaling capital in renewable infrastructure
“The typical fee load applied to that activity is a real deterrent to crowding in large pools of capital. They aren't assets that have the optionality that can really absorb a two in 20 or a one in 20 fee load.”
Bill Orem Mar 13, 2023 ▶ 31:50 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Mar 13, 2023 neutral
Opinion
Orum: Private renewable infrastructure yields are likely below Capricorn's cost of capital
“Even in the private side where so much Of renewable infrastructure is priced. It's likely below our cost of capital. It may be more appropriate for pension funds or other large pools.”
Bill Orem Mar 13, 2023 ▶ 44:31 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
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