2023 Real Estate Adjacent Infrastructure

Updated July 2023

Traditional Infrastructure Investing

Traditional infrastructure assets are becoming more commonplace within a diversified institutional investment portfolio as a broader allocation to real assets or private markets. Traditional infrastructure assets are generally thought to share certain common attributes:

  1. Foundational, or provide critical services, to the economy
  2. Often underpinned by long-term contractual revenue streams
  3. Typically less susceptible to economic cycles
  4. Characterized by large, fixed assets
  5. Possess high barriers to entry, being either quasi-monopolistic in nature, expensive to replicate, or requiring specialized technical or operating expertise
  6. Able to act as both a hedge against inflation, as well as a portfolio diversifier through a lack of correlation with other public and private market asset classes

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