There is Money to be Made in Energy: Starwood Capital's Rothauser

The video discusses the growing interest in infrastructure investment, focusing on real assets like roads, bridges, and tunnels. It highlights the challenges of deploying capital due to accumulated funds in Europe and the US. The discussion covers investment strategies, particularly in transportation and hard asset lending, and the impact of Basel four on European banks. The energy sector is explored, noting both opportunities and challenges, such as bankruptcies and contracted cash flows. The video concludes with predictions for future infrastructure investment trends, emphasizing the role of private credit and the potential for record fundraising in 2020.

In what ways can energy assets present both opportunities and challenges in the current market?

What are some alternative investment opportunities in infrastructure aside from traditional assets?