Cohen & Steers Infrastructure Fund

UTF

Market cap $3.01B

The best investments are often the quietest ones, delivering steady value over time. As income investors, we seek to get paid no matter how the market sentiment turns. We discuss our top picks for consistent monthly income, providing reliable cash flow and portfolio stability regardless of market cycles.

NEW YORK, May 27, 2026 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Infrastructure Fund, Inc. (NYSE: UTF) (the "Fund") with information regarding the sources of the distribution to be paid on May 29, 2026 and cumulative distributions paid fiscal year-to-date. In March 2015, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.

I detail the two places where I am putting my biggest bets right now. These 7%+ yielding dividend investments are backed by major macro tailwinds. I also discuss the risks to keep in mind.

Most investors think you have to choose between high yield and dividend growth. However, this is not always the case. I detail the five non-negotiable criteria for identifying high-yielding stocks that are also elite dividend growers.

The demand for power generation and distribution has been growing on the back of rapid AI infrastructure buildout. In the CEF space, there are infrastructure funds that provide an underlying portfolio of exposure to names that can benefit from this. Today, we'll be looking at two infrastructure-focused CEFs that trade at attractive discounts and offer monthly distributions, and both have recently raised their payout to investors as well.

MLPs remain highly attractive for income investors due to defensive cash flows, CPI-linked contracts, and yields averaging ~7.5%. Recent MLP price surges do not signal overvaluation; current valuations are not detached given sector fundamentals and macro risks. MLPs have deleveraged, consolidated, and now benefit from higher inflation expectations and a flight-to-quality dynamic.

Charlie Munger's $100,000 milestone is still the most critical turning point on any dividend investor's path to financial independence. I detail the exact step-by-step strategy and investment vehicles that I would invest in to go from zero to financial freedom from dividends. I also discuss how I would position my dividend snowball for long-term stability and sustainability once financial freedom is achieved.

High monthly dividend yields are very attractive to investors who live off of passive income from dividend investments. However, not all of these investments are created equal, especially in the covered call arena. I compare GPIQ and QYLD to demonstrate this point.

Infrastructure is a core piece of the durable income investor's puzzle. It has the potential to produce high recurrent dividends without NAV erosion. My current challenge is to find picks that produce sufficiently high yields and don't overallocate to the AI-related boom.

Cohen & Steers Infrastructure Fund remains a Buy, with the thesis shifting from total return to income-led due to macro uncertainties. UTF's discount persists at 6-7%, reflecting balanced risk-reward; further discount widening is possible but cushioned by strong yield. NAV has grown ~12% in four months, driven by measured multiple normalization, not just earnings, but further rerating tailwind has diminished.