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UTF: The AI Buildout Is Still Powering The 7% Yield And Delivering Alpha For Investors
Steven Fiorillo · 2026-06-14 · via All Articles on Seeking Alpha

Summary

  • Cohen & Steers Infrastructure Fund offers a compelling 7.27% yield, underpinned by robust, long-term infrastructure demand from the accelerating AI/data center buildout.
  • UTF's portfolio of regulated utilities, midstream operators, and towers directly benefits from hyperscalers' surging CapEx, now exceeding $700 billion for 2026.
  • UTF’s monthly distribution is well-covered by net investment income and realized gains, with minimal return of capital, reflecting strong underlying cash flows.
  • I remain bullish on UTF, citing durable demand, resilient income, and a favorable macro backdrop, while acknowledging risks from rates, NAV discounts, and regulatory pressures.
A US Dollar symbol made of wood with leaves growing from it.

Richard Drury/DigitalVision via Getty Images

I've been bullish on the Cohen & Steers Infrastructure Fund (UTF) since the start of 2023, and the setup looks even better to me now than it did then. We're in one of those rare

Analyst’s Disclosure: I/we have a beneficial long position in the shares of UTF, AMZN, GOOGL, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.

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