Building Tangible Wealth

As populations grow and urbanization continues, the need for infrastructure investing is rising.

Why Invest Now

  • Infrastructure Requirements

    The percentage of the global infrastructure needed by 2050 that is not presently in place to meet the net zero.¹

  • Investment Boost

    The US Inflation Reduction Act has created a tailwind for infrastructure investments by directing nearly $400 billion in federal funding and tax credits towards this sector.²

  • Investor Confidence

    The percentage of institutional investors looking to maintain or increase their exposure to infrastructure investments over the next 12 months.³

What is Infrastructure?

Infrastructure assets serve as the backbone of society. They are embedded in our daily routines, encompassing the roads we travel, bridges we traverse, the water we consume, the energy powering our activities, and the digital networks that keep us connected.

“Data has been the fastest-growing commodity over the past 10-15 years, and we believe it will continue with the birth of Artificial Intelligence, the build-out of Virtual Reality, and cloud-based computing networks.”

Derek Craig
Director at KKR

“Infrastructure is crucial to our daily lives. Cash flows and returns are consistent, predictable, and are not as exposed to economic impact compared to other equities.”

Dennis Mitchell
Starlight Private Global Infrastructure Pool

Why We Like Infrastructure

  • Stable Income

    Many infrastructure investments offer reliable income streams through tolls, fees, or long-term contracts, providing a source of stable cash flow for investors.

  • Resilient Returns

    Infrastructure assets offer services that society relies upon. Because of this constant demand, infrastructure investments are less affected by changes in the economy. This makes them valuable for diversifying investment portfolios.

  • Inflation Hedge

    Infrastructure assets often have contracts that allow for prices to increase regularly. This helps safeguard your investment against inflation.

Types of Infrastructure*

  • Westmount Wealth - Infrastructure Asset Class - Transportation

    Transportation

    Toll roads, airports, seaports, and railways

  • Westmount Wealth - Infrastructure Asset Class - Energy

    Energy

    Solar arrays, wind farms & hydroelectric energy assets

  • Westmount Wealth - Infrastructure Asset Class - Utilities

    Utilities

    Water treatment facilities, pipelines and energy transmission

  • Westmount Wealth - Infrastructure Asset Class - Communications & Digital

    Communications & Digital

    Cell phone towers, data centers, and fibre cable services

  • Westmount Wealth - Infrastructure Asset Class - Social Infrastructure

    Social Infrastructure

    Hospitals, schools, and housing

J.P. Morgan
”Asset Management
2024 Alternatives Outlook”

“The often-essential nature of core infrastructure assets has generally resulted in the asset class remaining relatively cycle agnostic through periods of economic stress and macro uncertainty, including recently.”

2024

Reach out to see if Westmount Wealth is a fit for you.

* The infrastructure investments featured are generic and for illustration purposes only, and they may not be representative of the holdings of any Westmount investments. Opinions expressed regarding financial and economic trends are subject to change without notice. There is no assurance that any events or projections will occur, and actual outcomes may be significantly different than those shown here.

¹ Source: UN Habitat: The IPCC report on mitigation of climate change reckons that Net Zero is still possible, 2022
² Source: REPEAT: Rapid Energy Policy Evaluation and Analysis Toolkit, Preliminary Report: The Climate and Energy Impacts of the Inflation Reduction Act of 2022, August 2022
³ Source: Percentage of institutional investors looking to maintain or increase their exposure to infrastructure investments over the next 12 months.