Renewable energy, particularly wind and solar, is a popular asset class in the infrastructure investing universe, and rightfully so, given three key factors:
Costs keep coming down
Subsidies are still in place
Governments and utilities are pushing for renewables
As 2019 sets up to be another banner year for infrastructure fundraising, the amount of renewable energy deals being done will likely continue to rise, as well. That being said, as an investor-focused publication, we wanted to ask a few uncomfortable questions to hopefully provide deeper insight, and eventually more clarity, and comfort for investors making allocation decisions. I also want to personally welcome and would genuinely appreciate comments from our readership on these topics (c.mcwhorter@irei.com), as the questions outlined are meant to educate not only us, but also active investors who have brought up many of the same concerns in off-the-record discussions.
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