Infrastructure State of the infrastructure industry: How investors can gain advantage as the asset class matures Despite challenges, limited partners remain firmly committed to the infrastructure asset class, and expectations for new fundraising remain high.
Infrastructure Green signals: An America-first agenda will require a renewed focus on U.S. rail One of the winners of tomorrow’s U.S. economy could be one of the icons of its past: its railroads.
Infrastructure U.S. tariff hikes draw lines, spur ‘do-si-do’ of global trade partners Countries around the world are deepening trade and investment ties with each other as the United States continues to draw lines between itself and its trade partners.
Infrastructure Shop talk: A conversation with Jim Hughes Jim Hughes, a managing partner at EnCap Investments Energy Transition, and Kali Persall, editor of Institutional Investing in Infrastructure (i3), discuss the U.S. macroeconomic background to the energy transition.
Infrastructure Tapping in: Emerging markets can represent a gold mine of opportunities for those who move strategically Emerging markets are bursting with potential, and savvy infrastructure investors are taking notice. Strong fundamentals such as rapid population growth, urbanization and rising demand for services are creating a significant need for infrastructure investment, and emerging markets can offer a wealth of uniquely attractive opportunities across sectors.
Infrastructure Water and money: The private sector accounts for less than 2% of annual spending on water; that is about to change The globe, with a still-growing population in many regions but aging waterworks in others, needs seemingly unlimited investments in water-related infrastructure in the next five years, well beyond the capacity of the public sector to raise and properly manage.
Infrastructure Going all in: Implications of Germany’s €1t ‘whatever it takes’ moment In March, Germany took center stage of the infrastructure agenda by overhauling the country’s fiscal rules, signaling major implications for infrastructure investment.
Infrastructure Byte-sized footprints: Sustainability considerations for data centers Demand for data centers is booming, driven by significant increases in cloud computing, streaming services and artificial intelligence demand.
Infrastructure The case for cold storage: Why the sector sits at the intersection of real estate and infrastructure Real estate and infrastructure investors seek stable, cash-flowing assets within resilient markets that benefit from secular tailwinds and growth potential. Cold storage investments check many boxes for both investor types.
Infrastructure Infrastructure fundraising hits its stride Fundraising in the infrastructure asset class seems to be finally on the upswing from years past. This was made undeniably clear when EQT closed its flagship infrastructure fund, EQT Infrastructure VI, at its hard cap of €21.5 billion ($24 billion) in total commitments in March.
Infrastructure Oil and gas sector sees influx of capital driven by AI, electrification trends Infrastructure investors in the oil and gas sector are increasingly committing capital to the space — particularly in the United States.
Infrastructure Tributes — part II: Giving credit where credit is due Last month, I wrote about some of the people who have made major contributions to the development of the Institutional Real Estate, Inc. platform since our very beginning in 1987. This month, I’d like to acknowledge some more of the early contributors and supporters.
