Independent analytical work focused on long-term infrastructure and real assets.
(This material is provided for educational and research purposes only and does not constitute investment advice)
This site documents self-directed analytical work replicating investment-style analysis used by long-term infrastructure and real assets investors. The work focuses on valuation, scenario analysis, and capital allocation across energy and real estate assets.
Focus Areas:
- Infrastructure & Energy Transition
- Real Estate & Real Assets
- Financial Modeling & Valuation
Infrastructure & Real Assets Analysis 