社会基础设施展望2025

Infrastructure Contents03Introduction06Socialinfrastructuremarket outlook41Procurement anddigitalization21The stateof play 33Rewardand risk05Key findings 32Q&A withDavid Hurrell04Methodology19Q&A withIain Tester58Conclusion andkey takeaways 01IntroductionRobust social infrastructure serves as thebackbone of thriving communities, fosteringinclusive growth, resilience, and equitableaccess to essential services such as healthcare,education, and public spaces—ultimately shapinga society’s capacity to prosper and adapt.It represents 17% of total globalinfrastructure investment, according to theGlobal Infrastructure Hub (GIH), reflectingits focused yet essential place within overallinfrastructure spending. While transportand energy projects often capturethe largest share of investment, socialinfrastructure addresses fundamentalhuman needs and contributes to long-term social and economic development.Getting it right is a moral imperative.The GIH estimated that USD 94 trillion ininfrastructure investment is required by2040, yet a USD 15 trillion gap remains,highlighting the scale of unmet demand.Investment in social infrastructure isshaped by diverging societal pressures.In Western economies, aging populationsnecessitate expanded healthcaresystems, senior-centric housing, andaccessible public services. Meanwhile,emerging markets in Asia-Pacificand Africa—home to booming youthpopulations—are channeling resourcesinto schools, vocational hubs, andeducational infrastructure to harnesstheir demographic momentum.This report, based on a survey of 150senior executives from governmentagencies, privately-owned socialinfrastructure developers, andtransaction advisories, provides up-to-the-minute insights into prevailingprocurement trends. It explores keythemes such as procurement efficiency,risk allocation, and the unstoppableshift towards workflow digitalization.As governments and private investorswork to address the diverse needs ofpopulations around the world, it hasnever been more important for agenciesto embrace purpose-built tools thatcan enhance efficiency, transparency,and risk management across theentire project procurement lifecycle.In an environment of rising projectcomplexity and tightening public budgets,agencies that embrace digital procurementsucceed by achieving greater cost savings,improved stakeholder collaboration,and faster project execution. The movetowards digitalization is no longer optional,but a necessity for delivering socialinfrastructure projects that meet theneeds of communities around the world. In Q4 2024, Ansarada inpartnership with Infralogic,surveyed 150 senior executivesacross APAC (50) EMEA (50) andthe Americas (50). Respondentsincluded 51 governmentagencies, 54 privately-ownedsocial infrastructure developersand 45 transaction advisories.All responses are anonymous, andresults are presented in aggregate.02Methodology 03Key findings$32.8bnin aggregate socialinfrastructuretransactions weremade in 202443%cite cost reductionas a key benefit ofdigital procurement,yet the use of multipletools per projectundermines efficiencyand governance74%of respondentsrated theirmost recentprocurementprocess as atleast somewhatefficient,with notablevariations inexecution47%of respondentsdescribedcompetitionin the biddingstage as highor very high,with Americasreporting thestrongest levels61%consider theintegration ofESG criteria tobe a leadingfactor ineffective riskallocationin socialinfrastructureprojects50%of respondentsexpect APAC to seesome of the greatestincreases in globalsocial infrastructureinvestment in thenext two years80%of procurementprofessionalsstill rely on emailfor stakeholdercorrespondenceand documentmanagement 40%identified siloeddata as a topchallenge toprocurementefficiency73%view their riskallocation processesas somewhat orvery efficient, butfragmented systemsstill create blind spots79%of respondents lackcomplete confidencein the data securityof their procurementprocesses, exposinga critical vulnerabilityacross the industry 04Social infrastructuremarket outlookSocial infrastructure is a wide ‘umbrella’ coveringeverything from healthcare to streetlighting. Here,we examine the key regions, sectors, drivers andchallenges that will impact the market in 2025. Global social infrastructure investmentremained a key priority last year,with 131 transactions reaching eitherthe preferred proponent or financialclose stages, totaling USD 32.8 billion,according to Infralogic. Value remainedalmost identical to the previous year,but it should be noted that continuedhigh inflation rates, difficult fundingconditions and a raft of global electionsmeant executives were more likelyto take a ‘wait and see’ approach.However, as governments and privateinvestors step up to address risingdemographic and societal needs,funding continues to be deployed intocritical subsectors, with healthcarepersistently attracting the bulk of this.Once again, the healthcare sub-sectorled with 42 deals for a combinedUSD 12.1 b