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Hannon Armstrong Is A 'Yuuuuuuge' Infrastructure Bet

I’m glad I got on the “Trump Train” early as shares in Infrastructure REIT, Hannon Armstrong Sustainable Infrastructure Capital (NYSE:HASI) have soared, up almost 40% year to date.

Summary

  • “I want to get the taxes first. I want to get health care. We’re doing a big infrastructure bill, which will be a very positive thing". - President Trump.
  • The president's target of $1 trillion in infrastructure investment will be funded through a combination of new Federal funding, incentivized non-Federal funding, and newly prioritized and expedited projects.
  • Hannon Armstrong’s flexibility in deal size and tenor is one of its competitive advantages, as well as the low-cost advantage (compared to BDCs, hedge funds, etc.).
  • I’m glad I got on the “Trump Train” early, as shares in Hannon Armstrong have soared, up almost 40% year to date.

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