I talk about Personal Growth, Management, Infrastructure and More | 👇JOIN +2k readers 👇
How you can cool off
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The world is on fire. 98% of investors have lost money in the past few days. And that’s OK. This is why when I was asked on Wednesday if “should I sell now”, my answer was… What are you talking about? Look. We've all read dozens of 'influencers' suggesting that investing €500 a month in the S&P 500 will make you rich in 20 years. The stock market only goes up. And to some extent, they might be right, but I don't like that extreme volatility dependent on a few overly powerful individuals. For part of my money, that's fine. For the other part, it's not.​ Sexy or not, real estate is more stable. Yes, there's the 2008 crisis, and talk of another bubble... But there are ways to invest without losing sleep over what a 70-year-old redhead across the pond might do. Investing in thoroughly analyzed and verified real estate projects that guarantee a fixed return is now a reality. Knowing more or less how much you're going to earn before putting your money on the table reassures me. And you have control. You don’t depend on people wearing red hats… But look. Let’s be brutally honest. People panic. And panic is the best environment to fish… and fish big. World population is growing. No matter who is in power. Global productivity is improving. No matter who is in power. The long term tendency is growth. And if this doesn’t happen is because of a global world. And in this case… Your money is stocks will be useless. Your properties will be useless. Even if you are leaving out of the grid, you have a liability because you know that you will be become a valuable target in a world where everyone will have to take care of themself. So… Look at the opportunities out there because there are plenty. Be calm. Be safe. Become rich and independent. ​Is this piece of real estate a good investment​ PD 1: If you liked this email, don't keep it in secret and forward it to a friend. They will thank you enormously one day. PD 2: If somebody has sent you this email and you want to receive emails like this yourself, visit vicentevalencia.com PD 3: If you want unsubscribe, click the link below. |
Vicente Valencia
I talk about Personal Growth, Management, Infrastructure and More | 👇JOIN +2k readers 👇
“I’m a PPP freak.” That’s what I told a client last week. Then I killed the deal in 30 minutes. “But this is not a PPP project.” No model. No workshops. No 200-page reports. Just experience. Because after you’ve seen enough projects, the disasters, the political theatre, the “too good to be true” bids… you start seeing patterns. Fast. You don’t need months. You need clarity. 30 minutes is enough to know: if a project is bankable… or dead on arrival if the contract creates value… or prints...
2012 Kenya. Elections coming. Security concerns rising. Investors… nervous. And still… The Lake Turkana Wind Power Project pushed toward financial close. 310 MW. One of the largest wind farms in Africa. Remote. Very remote. No proper roads. Weak grid. Logistics… borderline insane. Ideas such as domesticate zebras on the table… This wasn’t a project. This was a bet. And the closing? Just what I love… Pure tension. Lenders asking for more guarantees. Sponsors juggling political risk. Government...
That’s how many countries approach infrastructure. Big pipeline. Big announcements. Zero learning. Norway did the opposite. Smart those guys. In the early 2000s, they tested PPPs with just three projects: E39 Klett–Bårdshaug (opened 2005) E39 Lyngdal–Flekkefjord (opened 2006) E18 Grimstad–Kristiansand (opened 2009) That’s it. Three shots. Not fifteen. Not a political fireworks show. A controlled experiment. Same model. Same timeframe. Comparable results. And guess what? They delivered. On...