Knowledge

Insights, frameworks, and analysis on infrastructure investment trends and methodologies

menu_book

Infrastructure Investment Insights

Explore our curated knowledge base featuring in-depth articles on data centers in LATAM, our Infrastructure Quality Framework (IQF), and financial urbanism. Stay informed about the latest trends, methodologies, and opportunities in infrastructure investment.

storage
Data CentersJanuary 20255 min read

Data Centers in LATAM: The Next Frontier for Infrastructure Investment

Latin America is experiencing unprecedented growth in data center infrastructure, driven by digital transformation, cloud adoption, and increasing internet penetration. This article explores the investment opportunities and key considerations for institutional investors.

Latin America represents one of the fastest-growing data center markets globally, with projected CAGR of 12-15% over the next five years. Countries like Brazil, Mexico, and Chile are leading the charge, driven by favorable regulatory environments and strategic geographic positioning.

Key investment drivers include:

  • Growing demand from hyperscale cloud providers (AWS, Microsoft Azure, Google Cloud)
  • Increasing adoption of AI and machine learning requiring high-performance computing
  • Favorable tax incentives and regulatory frameworks in several LATAM countries
  • Strategic location for serving both North and South American markets
  • Lower operational costs compared to US and European markets

However, investors must carefully evaluate regulatory compliance, energy infrastructure reliability, and political stability. Projects with pre-committed anchor tenants and long-term power purchase agreements (PPAs) offer the most de-risked opportunities.

Our platform focuses exclusively on data center projects with validated permits, secured power infrastructure, and committed tenant agreements, ensuring institutional-grade risk mitigation.

verified
Investment FrameworkDecember 20246 min read

IQF: Infrastructure Quality Framework for De-Risking Investments

The Infrastructure Quality Framework (IQF) is our proprietary methodology for evaluating and de-risking infrastructure investments. Learn how we assess projects across six critical dimensions before they reach investors.

The Infrastructure Quality Framework (IQF) is a comprehensive evaluation system designed to assess infrastructure projects across six critical dimensions: Technical & Execution Risk, Regulatory & Permit Risk, Financial & Market Risk, Operational Risk, ESG & Sustainability Risk, and Liquidity & Exit Risk.

Each dimension receives a score from A+ (excellent) to D (high risk), with projects requiring a minimum average grade of B- to be considered for our platform. This rigorous screening process ensures that only de-risked opportunities reach our investors.

Key components of the IQF include:

  • Pre-investment validation of all permits and regulatory approvals
  • Independent technical feasibility studies by certified engineers
  • Financial model stress-testing under multiple scenarios
  • ESG impact assessment and sustainability certification pathways
  • Exit strategy evaluation and secondary market liquidity analysis

Projects that pass the IQF screening have typically cleared 60-80% of development risks before reaching investors, significantly reducing the probability of cost overruns, delays, or regulatory issues.

This framework has been developed based on analysis of over 200 infrastructure projects globally, incorporating lessons learned from both successful and failed investments to continuously refine our evaluation criteria.

location_city
Urban DevelopmentNovember 20247 min read

Financial Urbanism: Structuring Smart City Investments for Institutional Returns

Financial urbanism combines urban planning principles with sophisticated financial structures to create investable smart city infrastructure. Discover how we structure these complex projects to deliver institutional-grade returns.

Financial urbanism represents a new paradigm in infrastructure investment, where urban development projects are structured as investable assets with clear revenue streams, risk mitigation strategies, and exit pathways.

Unlike traditional real estate development, financial urbanism projects focus on creating long-term value through:

  • Public-private partnerships (PPPs) with revenue-sharing mechanisms
  • Smart infrastructure with IoT sensors generating data monetization opportunities
  • Energy efficiency improvements creating cost savings and carbon credits
  • Transportation systems with user fees and advertising revenue
  • Mixed-use developments combining commercial, residential, and infrastructure assets

Key success factors include:

  • Strong municipal partnerships with clear regulatory frameworks
  • Technology integration that creates multiple revenue streams
  • Scalable models that can be replicated across multiple cities
  • ESG alignment that attracts both public and private capital
  • Long-term contracts that provide predictable cash flows

Our platform specializes in identifying and structuring financial urbanism projects that combine the social benefits of smart city development with the financial rigor required by institutional investors. Each project undergoes extensive due diligence to validate revenue models, regulatory compliance, and technical feasibility.

The future of urban development lies in projects that are both socially impactful and financially sustainable, creating win-win scenarios for cities, residents, and investors.

Want to Learn More?

Explore our investment opportunities and see how we apply these frameworks and insights to identify and structure de-risked infrastructure projects.