Capital is flowing into U.S. infrastructure assets, and according to Preqin an estimated $37 billion was raised in the third quarter alone. Nancy Pelosi recently said she wanted to build the infrastructure of America “from sea to shining sea”.
Over the next few weeks we plan to focus on the infrastructure sector, and we will be analyzing companies like Brookfield Infrastructure Partners (BIP), Macquarie Global Infrastructure (MGU), CorEnery (CORR), Landmark Infrastructure (LMRK), American Tower (AMT), and Crown Castle (CCI).
However, today we want to shed