Global Investors Urge U.S. to Boost Private Capital for Infrastructure, Citing $3.7T Funding Gap — Evening Brief – 05.14.25
International investors are calling on Congress and the Trump Administration to accelerate investment in U.S. infrastructure by removing barriers that prevent state and local governments from accessing private capital for next-generation projects.
The Global Infrastructure Investor Association (GIIA) has released “Building a New Foundation for U.S. Infrastructure,” outlining key Calls to Action (CTAs) for policymakers to address critical investment challenges. The report presents recommendations to expand private sector involvement in achieving the administration’s policy priorities, including energy security, AI infrastructure, and modern transportation systems.
GIIA’s latest Pulse Survey of global infrastructure investors shows the U.S. lagging other markets in investment attractiveness. European countries—including Spain, Germany, and the Nordics—have gained favor as investors seek opportunities in energy and transportation infrastructure.
“The U.S. market is a huge opportunity, but over-reliance on public debt and slow permitting processes are holding it back,” said Jon Phillips, CEO of GIIA.
The U.S. faces a $3.7 trillion infrastructure funding gap, which cannot be closed without greater private sector involvement. “This Administration and Congress have an opportunity to make the U.S. the top destination for private investment, helping to deliver its policy agendas on energy security, artificial intelligence infrastructure, and 21st-century transportation,” Phillips added.
The white paper highlights that U.S. assets account for only 17% of GIIA members’ $2 trillion global portfolio, indicating significant untapped potential. By facilitating private investment, the U.S. could close the funding gap, create jobs, and boost productivity. Recommendations include simplifying regulatory approvals and enhancing public-private partnership frameworks to align with the Administration’s priorities.
GIIA developed the White Paper in partnership with Sullivan & Cromwell LLP. The GIIA Pulse Survey, conducted by Alvarez & Marsal, reflects responses from investors managing over $850 billion in global infrastructure assets.