Infrastructure or Property

Hi guys,

just curious to get everyone's thoughts about the infrastructure sector. I've been following it for a while and am considering selecting it as my first preference for group allocations but I'm starting to have my doubts. On the plus side I find the asset class inherently interesting (airports, toll roads are pretty unique etc) and the work is pretty diverse (inclusion of PPP advisory work + usual cap raising / m&a) but as "cool" as the aforementioned is, the more I read about it the more I am starting to get the feeling that it is more buttered up media hype rather than anything substantial. I guess the key question is: do you think there is longevity in the sector or is it just riding off the media hype?

The other alternative I am thinking is property - relatively intuitive, substantial transaction values, dynamic industry (lots of restructuring work but also very aggressive consolidation going on), useful exit skills (if you want to set yourself up with a suite of property assets to live off for later). But the downside is that it may be a bit too "straightforward" to be engaging enough for a long-term career.

Maybe I have answered my own question here.

Thoughts?

Cheers!