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It seems like investment trends change with the seasons. Who knows. But there’s one thing that’s always been there—quiet, without promising overnight riches, yet delivering solid results: real estate. Now, some people claim real estate isn’t profitable. ​ ​ Let’s break down why real estate continues to be one of the best investments out there: Stability: “Passive” income – never passive, I know but quite so… ​ Consistent appreciation: Control over your investment: This is the ultimate benefit. In the stock market, you’re at the mercy of big corporations, macroeconomic decisions or Trumps sense of humor. Security: Yeah, you may have a fire, an earthquake… but what’s insurance for? So yes—profitability isn’t just measured in numbers. Because while others are stressing over extreme volatility, real estate investors sleep soundly knowing their wealth is still growing. Look. I’ve tried many businesses, invested and managed start-ups… and the only thing it pays off in terms of scalability, work, capital and time… it’s real estate. If you would like to start somewhere, I recommend you this. ​33 Questions about Flipping Properties​ 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. |
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Infrastructure investors used to love a simple story. Capacity. Traffic. Revenue. Return. Easy stuff. A port handles more containers. A road carries more vehicles. And so on… Everyone opens Excel. Everyone smiles. Then the Strait of Hormuz says: Cute model. I love you… Welcome to geopolitics… force majeure or insurability… Now, the spreadsheet needs therapy. If you follow the news that doesn’t talk about Trump, you probably know that the Gulf is now accelerating investment in ports, pipelines...
Kenya may have explained toll-road PPPs better than many rich countries. I know. Uncomfortable. The normal script is different. Rich countries teach. Emerging markets learn. Someone says “capacity building.” Everyone nods. Beautiful. Except sometimes fiscal pressure creates better thinking than comfort. Kenya’s Rironi–Nakuru–Mau Summit Highway is interesting because the government seems to have asked the ugly question that someone needs to answer: Who pays? It’s a beautiful project… you...
A young engineer arrived at his first PPP meeting. He had prepared properly. He had read the 300-page PPP guide. Then the meeting started. Availability payments. DSCR. Relief Events. Compensation Events. Senior debt. Subordinated debt. After twenty minutes, he whispered to the person next to him: “Is there a glossary?” “Yes,” the colleague replied. “It’s 68 pages.” Welcome to PPP. I was not that junior this time… but trust me… I could have been… An industry that sometimes needs 68 pages,...