Brookfield Infrastructure (NYSE: BIPC; NYSE: BIP) is highlighted as a top investment choice due to its strong dividend yield of over 4%, significantly higher than the S&P 500’s current yield of around 1.2%. The company has increased its dividend for 16 consecutive years, growing payouts at an annual rate of approximately 9%. Approximately 85% of its funds from operations (FFO) derive from contracted or regulated assets, ensuring stable cash flow. Additionally, Brookfield aims for an annual FFO growth rate exceeding 10% through ongoing capital projects and acquisitions.
Brookfield estimates the global infrastructure investment need at $100 trillion over the next 15 years, targeting sectors influenced by digitalization, decarbonization, and deglobalization. Its current backlog includes nearly $8 billion in capital projects, primarily in data infrastructure. These factors position Brookfield not only as a strong income-producing stock but also as a growth opportunity linked to key global megatrends.
