Aging infrastructure across the U.S. carries real risk of failure, but Fred Hubler sees that as an opportunity: investors can help fix it while building wealth of their own through what he considers a compelling alternative investment. He breaks the space down into several categories – energy (power plants, storage, transportation, and processing), transportation (toll roads, airports, marine ports, and railroads, not just deteriorating bridges), utilities (electric and gas, renewables, and water), communications (satellites and cellular towers), network infrastructure, and storage/distribution/logistics centers.
Hubler points to three fundamental trends driving the need for new investment: digital transformation, expected to create $3.7 trillion in value by 2025 as data centers and fiber networks expand; the energy transition, following the 2015 Paris Agreement’s climate goals, given fossil fuels generated more than 80% of global energy consumption in 2020, requiring an estimated $125 trillion in investment; and the enhancement of aging infrastructure, estimated to require $94 trillion to maintain and modernize.
The scale here is staggering: trillions of dollars in required investment, and Hubler sees that as opportunity, not just obligation.
Explore the investment case in full on Forbes, Build Wealth By Investing In The Promise Of Infrastructure.