Towers and turbines: An infrastructure stimulus update

 

Michelle Butler

Senior Portfolio Specialist

More by this author

7 minute read

December 2021

Share

With the signing of the Infrastructure Investment and Jobs Act and an even larger package awaiting Senate approval, the U.S. is poised to make its largest investment in infrastructure since Eisenhower rolled out the interstate highway system in the 1950s.

Portfolio Specialist Michelle Butler discusses why we believe electric utilities and renewable energy developers should benefit from clean energy initiatives, how cell tower demand could benefit from expanded broadband access and why this adds to an already strong investment case for listed infrastructure.

ABOUT THE AUTHORS
Author Profile Picture

Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities.

FURTHER READING

Recession and the roadmap for listed and private real estate

September 2022 | 17 mins

We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.

3 reasons to consider preferreds when rates are rising

September 2022 | 10 mins

Preferred securities have characteristics that can potentially help mitigate the effects of rising interest rates.

Strong foundations: The case for real estate securities

August 2022 | 37 mins

Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of the asset class.

1942161