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#thesis#infrastructure-gap#latam
The $250 Billion Gap: Closing It Takes Rails, Not Rhetoric
Synthesizing 19 posts into a closing thesis. The LATAM infrastructure gap requires new financial rails , not better banks, not more policy.
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Articles about alternative financing, tokenization, and LATAM markets.
#Financing
What LPs Need to Know About LATAM Infrastructure Yield
Returns of 8-22% by country. Pool reserves, DOB's fee model, Bermuda regulation. The post you forward to family offices.
#Financing
Interest-Only vs. Amortization: Which Structure Works for LATAM Operators
Worked examples comparing repayment structures for infrastructure financing. The kind of post operators bookmark and share.
#Financing
Your Asset Generates Revenue. Why Does the Bank Care About Your Credit Score?
The shift from evaluating borrowers to evaluating assets. How asset-based lending works and why it's more aligned with operator reality.
#Financing
Policy Rate vs. Real Rate: Why the TPM Has Nothing to Do with What You Pay
When central banks cut rates, headlines say credit gets cheaper. For SMEs, nothing changes. Here's the data on the broken transmission mechanism.
#Financing
Why Banks Say No: 8 Structural Barriers That Block Asset Operators
Banks don't reject SME operators out of malice. The system is structurally designed to exclude them. Here are the 8 barriers.
#Financing
The Real Cost of SME Credit in Latin America: A Data-Driven Analysis
We mapped what SMEs actually pay for credit across 10 LATAM countries. The spreads vs. corporate rates are staggering , and nobody publishes them.