Could Brookfield Infrastructure Be the Hidden Gem That Boosts Your Portfolio?

Core Insights - Brookfield Infrastructure operates critical global infrastructure networks that facilitate the flow of energy, freight, water, data, and passengers, generating strong and growing cash flows for long-term investor returns [2][11] - The company has a diversified portfolio in utility, energy midstream, transportation, and data infrastructure, with 85% of its funds from operations (FFO) coming from long-term contracts or government-regulated rate structures [3][4] Financial Performance - Brookfield's FFO has grown at a 15% compound annual rate since its formation in 2009, supporting a 9% compound annual dividend growth rate [5] - The company has delivered a 13% annualized total return since going public, outperforming the S&P 500's 10.5% average annual total return [6] Growth Opportunities - Brookfield is positioned to capitalize on three major global investment megatrends: deglobalization, decarbonization, and digitalization, with an estimated need for $100 trillion in infrastructure investment over the next 15 years [7] - The company has a record backlog of nearly$8 billion in organic expansion projects and over $4 billion in incremental organic expansion opportunities under development [8] Future Outlook - Brookfield expects to grow its FFO per share at a rate exceeding 10% annually, which should enable dividend increases within a 5% to 9% annual target range [9] - The company's strong financial profile and deep pipeline of capital projects position it well for future growth [8]