Cloud Computing
The Case for US Infrastructure Investment: Returns, Risk, and Portfolio Role
Published
Key Findings
US infrastructure private equity has delivered 11.3% net IRR over ten years. Core infrastructure provides inflation protection through regulated or contracted revenues. The IIJA has expanded the pipeline of greenfield investment opportunities.
Infrastructure has emerged as a core asset class for institutional investors. This whitepaper makes the investment case for US infrastructure, covering return drivers, inflation linkage, diversification benefits, and the range of vehicles from listed to unlisted.