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Pursue attractive risk-adjusted returns from essential infrastructure assets

Private infrastructure is the essential backbone of our growing modern economy with secular tailwinds in decarbonization, digitalization, and demographics. Opportunities span across energy, power, digital, transport and social infrastructure.

Private infrastructure opportunity

Our experienced private infrastructure team can help investors allocate capital and build a globally diversified portfolio across both core and core-plus asset opportunities.

Private infrastructure is a part of the Principal globally established Private Credit franchise and complements our leading Real Estate platform capabilities

Ability to design and structure transactions to customized portfolios based on client’s objectives across geography and, risk-return hurdle and other criteria

Expertise in originating direct and small club-style deal flow across the capital stack

Capability to act as structuring agent and lead arranger as part our underwriting process

Investment opportunities span across the following general sectors

Energy


  • Pipelines
  • LNG
  • Terminals
  • Storage
  • Refineries
  • Renewable fuels

Power


  • Renewables
  • Energy storage
  • Conventional power
  • Transmission lines
  • Distributed generation
  • Energy efficiency

Digital


  • Data centers
  • Cell towers
  • Fiber optic
  • Wireless / DAS

Transportation


  • Airports
  • Marine ports
  • Rail
  • Toll roads / Bridges
  • Logistics

Social


  • Water
  • Wastewater
  • Healthcare
  • Housing
  • Stadiums / Arenas
Why private infrastructure

Macro secular tailwinds including decarbonization, digitalization, and demographic trends

Resilient high-quality assets benefiting from typically stable and predictable revenues

Compelling economics with historical yield premium over similar public corporate debt

Structural protections via robust covenants and/or real asset collateral

Strong diversification & global reach with exposure to a variety of economic / social trends and exposure to non-public Issuers

Historically low defaults and high recoveries compared to public corporate debt

Inflation-linked assets with fixed cost profiles

Continued growth is expected with $550-750bn of annual private credit demand over the next several years against over $1 trillion in estimated overall annual transaction volume

Our approach: Private infrastructure investment criteria

Our investment criteria philosophy is to generate attractive risk-adjusted returns with a highly disciplined underwriting process and unique sourcing capabilities built upon decades-long relationships.

Target asset descriptions
  • Essential hard assets or critical services businesses
  • Stable, predictable cash flows
  • Supportive regulatory and contractual frameworks
  • Higher barriers to entry
  • Strong sponsorship and robust project counterparties
Target geographies
  • Global with a focus on OECD countries
Approach
  • Direct (i.e., early or late)/Club/Syndicated
Format
  • Notes, Loans and Bonds (variable and fixed)
Seniority
  • Senior, HoldCo and/or Mezzanine debt
Tenor
  • 3yr–30yr+
Currencies
  • USD, CAD, EUR, GBP, AUD
Structure/covenant protections
  • Structure/covenant protections
  • Robust covenant structuring standards
  • Thorough understanding of collateral value
Portfolio management
Mansi Patel
Mansi Patel
Senior Managing Director - Infrastructure Debt
20 years of experience
J Mathews
Jeffrey Mathews
Managing Director - Origination and Structuring, Private Infrastructure Debt
20 years of experience
Name
Anders Amundson, CFA
19 years of experience
Name
Nick Beauregard
16 years of experience
Name
Xander Piedra
6 years of experience
Name
Tyler Jost
5 years of experience
Name
Danish Shaik
5 years of experience
Name
Jason Bae
6 years of experience

No information

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Footnotes

Source: Preqin, Principal Asset Management, March 2025.

Past performance does not guarantee future results. Asset allocation and diversification do not ensure a profit or protect against a loss.

Infrastructure issuers may be subject to regulation by various governmental authorities and may also be affected by governmental regulation of rates charged to customers, operational or other mishaps, tariffs, and changes in tax laws, regulatory policies, and accounting standards. Foreign securities involve special risks, including currency fluctuation and lower liquidity. Some global securities may represent small and medium-sized companies, which may be more susceptible to price volatility than larger companies.