Canada’s Planned Infrastructure Boom: The Time to Invest Is Now

Canadian infrastructure is officially booming.

According to ReNew Canada, the nation’s largest 100 infrastructure projects under construction are worth $343 billion, a $43 billion increase over last year.

To put that in perspective, the total value of Canada’s biggest infrastructure projects could buy you the world’s 960 most valuable super yachts. The year-over-year increase in the value of these projects ($43 billion) is equal to the market cap of eBay, one of the world’s biggest e-commerce companies.

The money being spent on Canadian infrastructure is going to telecom towers, data centres, roads and bridges. It promises to revitalize the nation’s economy and ramp up its investment universe. In this article, I’ll explore one stock that gives you considerable exposure to Canada’s budding infrastructure boom

Brookfield Infrastructure Partners

Brookfield Infrastructure Partners (TSX:BIPC)(TSX:BIP.UN) is a Canadian company/partnership that invests in infrastructure all over the country and the world. The company’s infrastructure footprint is massive, consisting of several multi-billion-dollar assets:

• Triton International: The world’s largest owner/lessor of shipping containers.
• A network of global data centres such as Compass Datacentres and Data4.
• 175,000 telecom towers across India.
• Several pipelines, including Inter Pipeline and Colonial Pipeline.
• And more.

Brookfield’s is one of the biggest infrastructure portfolios owned by any company on the planet. And the company passes much of its portfolio income on to investors.

Since the topic of this article is “the Canadian infrastructure boom,” I should be clear that Brookfield Infrastructure Partners is an internationally diversified entity. It does not provide pure-play exposure to Canada. It does have a sizable percentage of its assets in Canada, though. More importantly, it is a 100% Canadian company that is making big moves in the world of global infrastructure. That alone is enough to justify Canadian investors getting interested. The question is, is BIP.UN actually a buy?

Income potential

One of the biggest things that Brookfield Infrastructure Partners has going for it is a lot of income potential. Like many real estate investment trusts, it passes a high percentage of its earnings on to shareholders. As a result, it has a high dividend yield.

BIP.UN pays a dividend of $0.64 per quarter. That is $2.48 per year. At today’s unit price of $50.18, therefore, BIP.UN has a 4.94% dividend yield. If you invest $100,000, you’ll get $4,940 back each year if the dividend doesn’t change.

COMPANYRECENT PRICENUMBER OF SHARESDIVIDENDTOTAL PAYOUTFREQUENCYBrookfield Infrastructure Partners$50.181,993$0.62 per quarter ($2.48 per year)$1,235.66 per quarter ($4.942.65 per year)Quarterly

Valuation

One reason to be optimistic about Brookfield Infrastructure Partners is the fact that its stock has a fairly modest valuation. At today’s price, the stock trades at just 0.73 times sales, 3.45 times book value and 2.82 times operating cash flow. These multiples are lower than average, indicating that BIP.UN stock is a comparatively attractive value today.

What’s on the horizon?

Brookfield Infrastructure Partners not only has a valuable, established business, but it also has a lot of big projects coming up on the horizon that it can use to finance future growth. The company is actively buying up data centres to capitalize on the AI revolution, and recently completed a $9 billion pipeline deal. These deals, if successful, will provide considerable value to BIP.UN shareholders in the future.

Foolish takeaway

Canadian infrastructure is booming. And nobody has a bigger slice of the pie than Brookfield Renewable Partners. Well-financed, growing and lucrative, the company has the ability to acquire and effectively monetize much of Canada’s infrastructure in the decades ahead.

The post Canada’s Planned Infrastructure Boom: The Time to Invest Is Now appeared first on The Motley Fool Canada.

Should you invest $1,000 in Brookfield Infrastructure Partners L.P. right now?

Before you buy stock in Brookfield Infrastructure Partners L.P., consider this:

The Motley Fool Canada team has identified what they believe are the top 10 TSX stocks for 2026… and Brookfield Infrastructure Partners L.P. wasn’t one of them. The 10 stocks that made the cut could potentially produce monster returns in the coming years.

Consider MercadoLibre, which we first recommended on January 8, 2014 … if you invested $1,000 in the “eBay of Latin America” at the time of our recommendation, you’d have over $16,000!*

Now, it’s worth noting Stock Advisor Canada’s total average return is 87%* – a market-crushing outperformance compared to 76%* for the S&P/TSX Composite Index. Don’t miss out on our top 10 stocks, available when you join our mailing list!

Get the 10 stocks instantly #start_btn6 { background: #0e6d04 none repeat scroll 0 0; color: #fff; font-size: 1.2em; font-family: 'Montserrat', sans-serif; font-weight: 600; height: auto; line-height: 1.2em; margin: 30px 0; max-width: 350px; text-align: center; width: auto; box-shadow: 0 1px 0 rgba(0, 0, 0, 0.5), 0 1px 0 #fff inset, 0 0 2px rgba(0, 0, 0, 0.2); border-radius: 5px; } #start_btn6 a { color: #fff; display: block; padding: 20px; padding-right:1em; padding-left:1em; } #start_btn6 a:hover { background: #FFE300 none repeat scroll 0 0; color: #000; } @media (max-width: 480px) { div#start_btn6 { font-size:1.1em; max-width: 320px;} } margin_bottom_5 { margin-bottom:5px; } margin_top_10 { margin-top:10px; }

* Returns as of March 24th, 2026

More reading

• Could Buying Brookfield Infrastructure Stock Set You Up For Life?
• My 5 Favourite Dividend Stocks to Buy Right Now
• 5 TSX Dividend Stocks Yielding 2.9% to 6.2% for Steady Cash Flow in Any Market
• 3 TSX Dividend Stocks Yielding Up to 6% — and Each Can Back It Up
• Top Canadian Stocks to Buy for Growth in 2026

Fool contributor Andrew Button has no positions in the stocks mentioned. The Motley Fool recommends Brookfield Infrastructure Partners and eBay. The Motley Fool has a disclosure policy.