Acerca de la transformación BIP y BEP así como la emisión de acciones tipo C (compañías). Esto según el va a favorecer que entre mucho dinero institucional dentro e infle el precio.
“My views still the same and what they are up to will allow those newer C corp ones to be invested in by some of the really big institutional money flows that otherwise either can’t or are reluctant to invest in them as an LP, for instance add them to an index and watch them go up.
I wasn’t interested in the BPY one that was offered as a REIT, not knocking it just no interest in another REIT. And both you and I will be involved in the newer BEP to BEPC split.
The one I have a strong interest in is BIP to BIPC and it’s because BrookField is very good at recycling older appreciated hard assets into newer ones, wash rinse repeat and they own some great ones already. When I look at them hard I always come back to chowders view of utility consolidation going forward something I agreed with way back then and still do. That arm of BrookField covers several utility services in one way or another from as old as it gets to brand new ones. I like that they aren’t as reliant on the capital markets for funding also, cheap money has been fueling things a long time now but sooner or later the tide will turn. And we certainly will see who has been swimming naked then 
[…]
Some things may be a bit clearer by then and my view may change from that but I intend to have my plan ready to go to work. It’s largely becasue I do think they’re might only be a small window in time before some of that bigger institutional money makes an appearance in some of those C corp structured offerings”