I have seen this asked in threads regarding REPE exit opportunities, but never fully answered. Is it possible to move from REPE to Infrastructure PE? I am an associate at a REPE funds with 4 years of RE experience (3 in REPE, 1 in Lending) and interested in trying something new. Given the revenue streams are fairly contractual, operating expenses tend to be fixed and the physical nature of both investment classes (making Balance Sheets less relevant?) I cannot imagine the underwriting techniques / models are that different.
I'd also imagine given the increasing capital that infrastructure funds have been raising, there will be an outsized need for more analytical support.
Curious to hear thoughts from those in the industry or with experience in both fields.
