In the July/August issue of i3, I wrote the Market Perspective “Notes from the road” and, as I mentioned then, IREI is uniquely positioned as a firm to speak with various participants in our market. This is because we are not focused as much as our readers are on deal closings and/or fund raising, which is different for a publication in our market. We put a lot of our focus on institutional investors’ infrastructure programs and allocations and the capital formation that comes from this part of the market.

By making “Notes from the road” a recurring series, my desire is to share some insights from your (anonymous) industry colleagues on things they might not be willing or able to discuss publicly, with the objective to succinctly lay out a few key themes that emerge from these conferences, meetings, seminars, etc., and see if they spark additional thoughts or debate.

Before getting into the actual “Notes from the road,” I wanted to share a quick,