Infrastructure

Infrastructure Investment Thesis

Significant Need for Infrastructure Investing in the US

Estimated $2 trillion gap to bring US infrastructure more in line with other developed nations
Significant portion of infrastructure investments will be made by the Government

Potential to Identify Niche Infrastructure Opportunities

If you’d like to learn more about our Infrastructure Thesis, please contact us at info@canyonroadcapital.com

Oil and Gas Investment Thesis

Timber Is An Attractive Long Term Real Growth Asset Class

Timber grows in real value about 7-8% per year; Trees grow ~6% annually and grade changes increase value 1-2%
Domestic Timber Supply constant since 1900 – ~750M acres of forestland, 50% is managed
Domestic demand is down due to US housing market; Lumber accounts for ~40% of timber

Initial Niche Strategies Around Oil and Gas

If you’d like to learn more about our Oil and Gas Thesis, please contact us at info@canyonroadcapital.com