Institutional Investing in Infrastructure

June 1, 2024: Vol. 17, Number 6

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From the Current Issue


Connecting the dots on fiber-to-the-home: How infra experts are navigating overbuilding concerns and finding pockets of opportunity

Fiber’s hot potential has not been lost on professionals entering or bolstering their positions in the telecom space. Telecommunications entrants have taken notice of the opportunity set and piled into the space — but often in the same markets, causing overlap and overbuilding. However, the long-term story appears to be positive, and infrastructure experts say taking a case-by-case approach is key.


Shop talk: A conversation with Reuben Munger

Kali Persall, editor of Institutional Investing in Infrastructure (i3), interviewed Reuben Munger, the founder and managing partner at Vision Ridge Partners, for a recent video on the outlook for EV fleets. The following is a lightly edited excerpt of that conversation.


Infrastructure fundraising activity picks up steam

The infrastructure fundraising environment seems to be picking up steam, with eight funds reaching a final close in Q1 2024 raising aggregate capital of $26 billion, according to IREI’s first quarter 2024 Institutional Investing in Infrastructure Fundraising Report.


M&A deals rise year-over-year

Despite the impact of high interest rates and low growth across all the major economies, the total deal value of mergers and acquisitions increased by 38 percent in first quarter 2024, compared with the same quarter in 2023, according to GlobalData.


Public-private partnerships: Have they found a footing in the United States?

In places such as Canada, the United Kingdom and Australia, P3s have been used to supplement investment to meet many infrastructure investment gaps. P3 usage has been increasing in the United States as in some other countries, though their usage has been increasing, thanks to the risk mitigation and innovation in public projects. A report from BDO USA, Public-Private Partnerships (P3s) Can Unlock More Federal Funds for Infrastructure, says the IIJA could accelerate that shift.


Q1 2024 fundraising report: Investors favor global, core strategies

The infrastructure fundraising environment is beginning to show signs of life after its long rest. The previous year’s fundraising slowdown, comparable to that of 2008–2009 in percentage terms, took place against a backdrop of geopolitical upheaval, broad uncertainty about the state of the market amid high interest rates and a lack of distributions being returned to investors. But that caution is beginning to dissipate, and questions are being answered.

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