CBRE Investment Management
109,486 followers
March 5, 2026
As markets undergo a rotation, investors are seeking resilient growth at discounted valuations. Listed infrastructure is a compelling option, offering physical, traditional infrastructure assets that are essential and both insulated from generative AI and supercharged by it. These assets, such as toll roads, water systems, power grids and communication networks, have the potential to generate significant growth and cash flow for investors. With global exposures and strong income, listed infrastructure is attractively priced, trading at a 20%+ discount to global equities. With expected growth of 8% over the next several years and a dividend yield over 3%, listed infrastructure is poised to offer a double-digit annualized return potential, making it a promising investment opportunity.
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