Infrastructure investments might be the stability boost your portfolio needs—are you ready?

This week on Smart. Money. Simplified, Steve Pointer, Regional Director at Cantor Fitzgerald, explains why assets like power grids, water systems, and digital networks are redefining essential investments for today’s markets.

Steve shares three key trends reshaping the landscape:

• Digital Transformation: Skyrocketing demand for data infrastructure
• Energy Shift: Renewables and nuclear are paving the way forward
• Modernizing Aging Systems: Revitalizing U.S. infrastructure with significant investments

Want to make these resilient assets work for you? 

Steve explains accessible fund options and tax strategies for diversifying and deferring capital gains, no matter the market conditions.

Key Highlights:

• The New Era of Infrastructure: Insights on expanding infrastructure to include digital networks, water systems, and beyond, opening up a wider range of investment opportunities
• Stabilizing Through Diversification: How infrastructure and real estate investments provide non-correlated returns, adding stability to portfolios in volatile markets
• Reliable Returns with Government Support: Infrastructure investments benefit from stable, long-term government-backed contracts, making them a dependable choice
• Greater Access for Investors: Cantor Fitzgerald’s interval funds allow both average and high-net-worth investors to participate in these resilient asset classes
• Tax-Efficient Real Estate Strategies: How Section 721 exchanges and Delaware Statutory Trusts (DSTs) enable investors to defer capital gains, diversify portfolios, and potentially achieve tax-free growth
• And much more!

Connect with Brent Mekosh:

• 602-255-0555
• LinkedIn: Brent Mekosh
• The Wealth Stewards

Connect with Steve Pointer:

• LinkedIn: Steve Pointer 
• Cantor Fitzgerald

About Our Guest:

Steve Pointer is a Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management, a global financial services and wholesale distribution firm. Steve brings over 15 years of experience in working with wealth management, accounting, tax, and legal professionals on the education and implementation of sophisticated private and public market solutions, including Real Estate, Infrastructure, 1031 Tax Deferred Exchanges, Qualified Opportunity Zone Funds, Mutual Funds, Exchange Traded Funds, and Separately Managed Accounts.

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