Institutional Infrastructure Allocations Mature as More Than Half of Investors Reach Target Allocations in 2026, Finds Hodes Weill & Cornell University’s Brooks Center for Infrastructure
Target allocations rise to 6.2% in 2026, a 30-basis-point increase over the past 12 months and 110 basis points since 2023, reflecting a transition from early adoption to a more mature expansion phase
More than half of institutions (approximately 52%) report allocations at or above targets for the first time in the survey’s history, up from 45% in 2025, reflecting successful portfolio buildout and constrained distributions
Infrastructure portfolio returns of 9.1% in 2025 hold within a narrow band of 8.8% to 9.2% for a third consecutive year, reinforcing the sector's role as a portfolio stabilizer
Investor conviction reaches a four-year high of 7.3 out of 10 despite elevated geopolitical risk and regulatory uncertainty
