Infrastructure Investor: US infra bill is ‘a big step in the right direction’ – Hamilton Lane
Beyond the $1trn in funding, the bill clarifies the federal government's role, paving the way for 'private investors … to participate', Brent Burnett, the firm’s co-head of real assets, says.
Catching the Wave: Infrastructure Sectors
Energy and passenger transportation assets faced headwinds in 2020, while data/telecom, renewable power and freight/logistics showed strong performance and attracted significant private capital.
Catching the Wave: Infrastructure Transactions
While fundraising has been strongest at the larger end of the market, small to mid-market deals continue to make up the lion's share of transaction activity.
Catching the Wave: Infrastructure Contributions & Distributions
Both infrastructure contributions and distributions slowed meaningfully in 2020, with market activity heavily concentrated in certain sectors, namely data/telecommunications and renewable energy.