There is no shortage of deals, plenty of investment opportunities and pricing has only been marginally affected by the rise in interest rates. Wouldn't it be lovely if we were speaking of commercial real estate, but of course we are not. Rather, this is the takeaway from a conversation with two investment professionals that specialize in infrastructure: Andrew Cogan, managing director and portfolio manager of the Fengate Infrastructure Yield Fund, and Tara Speers, SVP of investor relations and capital formation at the company.

"Core infrastructure is a great place to be for the long term despite the noise and cyclicality of interest rates," Cogan says. "It is a safe, well-performing space to be."

Commercial real estate and infrastructure only occasionally overlaps, such as with wireless towers or data centers, they explain, even though the two areas could be considered close cousins. To give readers interested in learning more about infrastructure a sense of the sector, we have published excerpts of our conversation with Cogan and Speers.