After a period of uncertainty, the sector of Private investments in infrastructures It is showing signs of recovery, with new trends that are redefining the strategies of investors. According to the Infrastructure Strategy 2025 report: How Investors Can Gain Advantage As the Asset Class Matures, published by Boston Consulting Group (BCG), the market shows stabilization signals, with Managed assets who have reached the Historic Massimo of 1,300 billion dollars In June 2024. However, fundraising remains lower than the levels of 2022, a sign of a persistent caution by investors.
Change of course
According to the analysis, a change in investment strategieswith a growing allocation of capital towards high growth potential sectors such as digital infrastructure and energy transition. In particular, investments in data centers, driven by the growing demand for Artificial intelligence and cloud computinghave increased exponentially: from 11 billion dollars of 2020 to 50 billion in 2024. Despite a general slowdown in the operations in many classes of infrastructure assets, investors remain confident on long -term opportunities in key areas such as Energy, transport and logistics.
A photograph of the sector
The report highlights significant data on the current state of infrastructure investments. In 2024, i infrastructure funds have reached a fee 87 billion dollarsmarking a growth of 14% compared to the previous year. Despite this increase, the total still remains well below the peak recorded in 2022, with a gap of 43% compared to that level. Also the volume and the value of operations of investment have undergone a decline. During 2024, the transactions In the sector they recorded a drop of 8%, after a previous decline of 19% in 2023. However, signs of recovery emerge from the large operations related to digital and energy transition, suggesting a possible turnaround. In addition, the average value of the operations remains lower than the levels of 2023, with a 40% gap compared to the peak of 2021.
Trends and prospects
As for sectoral trends, investments in renewable energy and in accumulation solutions with batteries they continue to attract capital, joining traditional Energy infrastructure. In parallel, the increase in demand for artificial intelligence He made the data centers one of the faster infrastructure assets in the current panorama. Despite short -term uncertainties, BCG provides that infrastructure investments will continue to grow, especially in the sectors led by artificial intelligence and by digital transformation. More and more governments are involving private capital to fill the gap of funding in the sector, creating co-investigation opportunities.
