Infrastructure Quarterly: Q3 2026

This report was produced by CBRE Investment Management, a member of IPFA.

AI-driven capital expenditure, energy transition tailwinds and strong institutional demand have sustained the momentum in private infrastructure investment through Q3 2026. Against a backdrop of ongoing trade disruption in the Strait of Hormuz, elevated energy prices, inflation and rising bond yields, the asset class continues to deliver resilient returns anchored by inflation-linked, contracted cash flows. Power, renewables and digital infrastructure remain the dominant themes driving deal flow and capital formation.

Rapid growth and evolution of infrastructure as an asset class is creating a need for more structured educational frameworks. In this report, a Q&A with the Chartered Alternative Investment Analyst (CAIA) Association explores its Infrastructure Microcredential, designed to help investors better assess infrastructure investment opportunities and articulate their role within diversified portfolios.

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