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We own hydroelectric dams, toll roads, data centers, and ports on every continent. These assets will still be generating cash flow in 100 years.
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The best time to buy real assets is when everyone is selling them. We did our best deals in 2008 and 2020.
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I wear the same polo shirt every day. I have no interest in looking rich. I have interest in being right about where to deploy $900 billion.
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Technology changes every five years. Infrastructure lasts for centuries. I know which one I would rather own.
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Buy assets below replacement cost. If it would cost $1 billion to build and you can buy it for $700 million, the math does itself.
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We manage $900 billion and most people have never heard of us. That is exactly how we like it.