The Overlooked Infrastructure Opportunity: Investing in America’s Schools
America’s school infrastructure crisis is creating one of the most compelling and underappreciated investment opportunities in the market today. Across the United States, public charter and district schools face aging facilities, rising enrollment pressure, and a massive capital shortfall – yet the underlying cash flows are tied to essential community assets supported by public education funding.
Join Bob Hellman, CEO of American Infrastructure Partners, for a focused discussion of how School Infrastructure Fund II is seeking to pair immediate current income with long-term value creation through the acquisition, improvement, and expansion of school facilities serving communities with real and growing needs.
In this webinar, Bob will walk through why investors are increasingly drawn to a strategy built around immediate capital deployment, immediate yield, low leverage, and a relatively short fund life, all supported by hard assets with meaningful social impact. Topics will include:
- Why school infrastructure is a large, fragmented, and undercapitalized market with significant room for scaled private investment;
- How School Infrastructure Fund II is designed to generate immediate current yield with no J-curve;
- The Fund’s differentiated investment model, including essential-use school assets, public-sector-backed revenue streams, and value creation through facility upgrades and expansion;
- Current portfolio performance, near-term acquisition pipeline, and early evidence of both income generation and NAV growth; and
- The Fund’s unique path to liquidity for its investments utilizing tax-free municipal financing and other disciplined exit alternatives.
Footnote: Investment in School Infrastructure Fund II is limited to Qualified Purchasers as defined under applicable securities laws. This presentation is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.


Bob Hellman, Partner and CEO of American Infrastructure Partners.
Bob co-founded AIP in 2006 and has been a private infrastructure investor for over 30 years with a focus on creating unique investment platforms focused on addressing the intractable infrastructure challenges of communities. Before founding American Infrastructure Partners, he was a managing director of McCown De Leeuw, a middle-market investment firm, and gained significant experience in mergers, acquisitions, and business strategy at Bain & Co. MBA: Harvard Business School (Baker Scholar); MS: London School of Economics; BA: Stanford University.
