Video Update - Infrastructure And Real Estate Investing After The Hurricanes

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Tim Melvin
October 15, 2024

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Editor’s Note: Tim just released his latest, Premium-exclusive weekly video update about the state of real estate investing after the two massive hurricanes that just hit the Southeast. Below is a brief preview. To access the whole video, upgrade to Premium!

Hello everyone, Tim Melvin here with the latest Real Income Report Weekly Update. Today, I want to discuss recent infrastructure challenges, the state of the commercial real estate market, and economic indicators affecting our investment strategies.

Infrastructure Concerns

We've recently witnessed significant infrastructure issues in the United States. During the recent hurricane here in Florida, we experienced unexpected power failures, even in areas with relatively mild storm conditions. In my area, we saw transformers popping off in the skyline even after the storm had passed. This is particularly concerning given that our wind gusts never exceeded 70 miles per hour. We've also seen infrastructure failures in North and South Carolina that have had tragic consequences. These events underscore what the American Society of Civil Engineers has been warning us about for years: the inadequacy of U.S. infrastructure.

I believe these events may lead to increased capital raising for infrastructure projects in the coming years. In our Real Income Report portfolio, we already have infrastructure-related investments, including energy infrastructure closed-end funds and energy-related bonds. I'd like to add more infrastructure investments, but we need better pricing to make that happen. Looking ahead, I expect we'll see a lot of capital raised to deal with infrastructure projects over the next year or two. This isn't just about power systems; it's about water systems, roads, bridges, highways, airports, and railroads. All are in desperate need of an upgrade.

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