infrastructure investors
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jan 10, 2022 by Jigar Shah · across every show →
Everything said about infrastructure investors, oldest first
Jan 10, 2022 neutral
Shah: Solar and wind projects yield mere 2% to 4% returns
“They want at best, you know, high single-digit returns on their portfolio, and in most cases, the solar and wind industry are, you know, getting two, three, four percent returns, and that's after you assume forty-year life and all the other things that people …”
Dec 21, 2023
Yeh: Mainstream infrastructure investors wait until Project Three for $500M checks
“For many of these mainstream project financiers and infrastructure investors, they may not look at this stuff until it's project three. But then at Project Three, they can lean in, and these firms can write five hundred million dollar, billion dollar commitmen…”
Jan 16, 2025 bullish
Fernandez: Infrastructure investors in FOAK assets play for follow-on platform scale
“What we've seen is most of these infrastructure investors really play for the platform, right? I'm putting X hundred million dollars in the first project. What I really want to do is put a billion dollars into your next two or three projects, and a lot of them…”