A Deep Dive into Core and Value-Add Infrastructure Investing

This course provides a deep dive into infrastructure investing, examining how core and value-add strategies seek to generate returns across essential sectors such as transportation, energy, utilities, digital infrastructure and communications. Explore how different infrastructure opportunities can provide income, inflation protection and long-term growth potential within a diversified portfolio.

Learning Objectives:

• Understand the infrastructure opportunity set, including core and value-add investments across sectors.
• Identify the characteristics of core infrastructure assets, including stable cash flows, essential-service revenues, inflation linkage and modest leverage.
• Analyze the value-creation levers, including operational improvements, expansion and repositioning, used in value-add infrastructure investing.
• Recognize the role of infrastructure in a diversified portfolio, including the potential to provide income, inflation protection, diversification and long-term capital appreciation.