WHITE PAPER
Opportunity in Motion:
Driving Transportation Infrastructure Value in Today’s Market
November 2025
Infrastructure
Transportation infrastructure performance can be a barometer of economic health and offers the potential for compelling investment opportunities.
Amid today’s global trade shifts, policy changes, and supply chain realignments, the sector seems to be revealing new entry points for discerning investors.
Key Takeaways:
- Student transportation, domestic rail, and healthcare are generally more insulated from global volatility, thanks to their essential nature, long-term contracts, and U.S.-focused operations.
- Current pressures on port, airport, and shipping operators have created potential opportunities at attractive valuations.
- Next-generation assets like water management and advanced energy may offer insight into the future of transportation infrastructure.
CIM 4940768