|
Unless you want a horror story. Or an “insĂpida” story that says nothing. You don’t put on the market an unconnected series of projects. That’s not a vision. It’s election time in New Zealand. And every time I’m invited to a forum, I repeat the same message. Infrastructure needs a long-term story. A real one. What do we want to become in 30 years? Because it cannot change every time the government changes. That’s not strategy. That’s improvisation. Or shooting yourself in your foot. If a country knows that in the next 30 years it will build XXX km of highways… Everything changes. Contractors prepare. Designers invest. Talent moves in… and stays. Supply chains mature. Prices go down. Long term. Swap highways for water, rail, hospitals… same logic. Everyone knows what’s coming. Public sector. Private sector. Banks. Investors. Now do the opposite. Change the “vision” every 3–4 years. Or don’t have one at all. Be ready to pay the price. Many countries are starting to get this. Slowly. Finally. Are you going to be ready for what’s coming? You know where to get the knowledge. Access below. ​My mentorship - Weekly PPP Lessons from a PPP ex-CEO​ 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. |
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
There is always another offer. You have to approach real estate investment with that mindset. It’s a trick many agents use. “There is another offer.” Aka: urgency. Bring your top price if you want it. Not sure if it’s legal or illegal… but it’s everywhere. Now. If the property is good. If the price is good. People should be bidding. That’s a good sign. Be careful with properties that look great… but nobody wants. Are you missing something? So, when an agent calls me and says there’s another...
Parkinson’s Law: Work fills the space you give it. “If you give yourself three years to complete something, completion will take three years.” Now replace “three” with whatever number… like eight. That’s what I keep seeing in infrastructure. Projects designed to take 8… 10… 12 years. Not because they need it. Because nobody in the room knows how fast it can actually be done. Some clients hire advisors who have never delivered a project at scale. Or with no direct experience in the type of...
There is a project that I follow even if I live now at the other side of the Pacific. It is… or it was… or it will be one day, one of the most ambitious (and game changer) infrastructure projects in the world. It was also meant to be a PPP. California High-Speed Rail The idea sounded great: Connect major cities. Reduce emissions. Transform mobility. On paper, it had everything. In reality… it had a problem. The scope was never stable… and still it’s not. Routes changed. Stations moved....