PDFCase Studies$49

PE Case Study: Infrastructure

25 pages

About this resource

Infrastructure PE is one of the fastest-growing segments of the buy side, yet almost no interview prep material covers it. This case study walks through an infrastructure acquisition from thesis to returns: asset classification (core, core+, value-add), expected equity IRRs by risk bucket (<10% core, 10-15% core+, 15%+ value-add), how CPI-linked and population-linked revenues create natural inflation and demographic hedges for pension fund LPs, the due diligence process for physical assets (including site visits to remote locations), digital infrastructure dynamics (data centres, cell towers, fibre), and the entry-multiple compression challenge as pension funds with near-zero cost of capital have bid up valuations. Includes a worked returns analysis and examiner commentary.

What’s inside

01Infrastructure PE — Asset Classification and Risk Buckets

02The Case: Regulated Utility Acquisition

03Investment Thesis — Inflation Hedge and Demographic Tailwind

04Revenue Modelling — CPI-Linked and Population-Linked Streams

05Returns Analysis — Entry, Cash Yield, and Exit

06Due Diligence — Physical Asset Inspection

07Digital Infrastructure — Data Centres, Towers, and Fibre

08The Valuation Challenge — Pension Funds and Entry Multiples

09Examiner Commentary and Scoring Guide

What's included

Asset classification: core (<10% IRR), core+ (10-15%), value-add (15%+) with examples

Inflation and demographic hedging — why pension funds love infrastructure

Digital infrastructure dynamics: data centres, cell towers, fibre networks

Worked returns analysis with entry multiples, cash yield, and exit assumptions

Due diligence for physical assets — what site visits actually involve

infrastructureprivate equitycase studycore infradigital infrapension funds

Price

$49

Instant download after payment

Secure payment via Stripe

Lifetime access