MARKET ANALYSIS

Infrastructure Asset Valuation Framework in Rising Rate Environments

We outline a practical framework for valuing long‑duration infrastructure assets when both discount rates and inflation expectations are moving at the same time.

October 2025 · Divit Research Team

1. Separating Real and Nominal Effects

Traditional DCF models often blur the lines between real cash‑flow growth and nominal inflation. Our framework explicitly decomposes value into:

  • Real demand growth (e.g., traffic, volume, utilization).
  • Contractual inflation pass‑through (indexation, escalators).
  • Changes in the real risk‑free rate and risk premia.

2. Building a Rate‑Sensitive Discount Curve

Instead of a single WACC, we use a term structure that reflects how risk is distributed over time—for example, construction vs. operating risk.

  • Near‑term cash flows discounted at higher rates if construction or ramp‑up risk is material.
  • Long‑dated contracted cash flows discounted closer to real risk‑free plus a stable risk premium.
  • Sensitivity analysis around terminal value assumptions and re‑investment risk.

3. Practical Implications for Deals Today

We apply the framework to stylized examples in renewables, digital infrastructure, and transportation, illustrating how fair value can move even when headline yield looks unchanged.

  • Assets with full CPI indexation may justify higher valuations than those with fixed escalators, despite similar current yields.
  • Projects with significant residual merchant exposure require a higher real risk premium, especially when forward curves are volatile.
  • Leverage is most valuable where cash flows are resilient under stress tests, not simply where spreads are wide.

Framework Highlights

  • • Real vs. nominal decomposition
  • • Term‑structure discounting
  • • Stress testing and scenario work

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