
What smart money is saying about FTAI Infrastructure Inc.
2 funds in our archive have pitched FTAI Infrastructure Inc. — most recently Tourlite Capital in December 2025.
FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation and energy industries. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates five freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is based in New York, New York. FTAI Infrastructure Inc. (NasdaqGS : FIP) operates independently of Fortress Transportation and Infrastructure Investors LLC as of August 1, 2022.
Fund coverage · 2 theses
- Tourlite CapitalDecember 2025
FTAI Infrastructure is transitioning to a pure-play rail business with significant asset value in Transtar RailCo, Repauno, and Long Ridge, supporting material upside as catalysts play out.
Read the full thesis - Tourlite CapitalSeptember 2025
FTAI Infrastructure (FIP) is poised for significant growth, potentially exceeding $15 per share, driven by strategic acquisitions, anticipated EBITDA increases from its infrastructure assets, and upcoming catalysts, despite initial market concerns over leverage.
Read the full thesis
Read every full thesis on FTAI Infrastructure Inc.
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→