Decarbonization, digitization and diversification of energy are themes dominating the current infrastructure investment market. In Q&A with Jon Treitel, CBRE portfolio strategist for listed real assets, published in the September issue of Institutional Investment in Infrastructure, Treitel discusses these themes and how investors can access this market through listed infrastructure. “Infrastructure companies are well capitalized, with good access to capital,” says Treitel. “More than 90 percent of infrastructure companies are investment grade, and earnings have the potential to rise mid– to high–single digits despite increased borrowing costs.
Further, about 90 percent of the infrastructure space has an effective means of passing on inflation, so the cumulative impact of recent inflation has the potential to lead to above-average infrastructure revenue growth in the years ahead.”
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