By Omnigence Asset ManagementLast updated
Canada’s expanding electricity grid is creating long-term demand for transmission corridors across farmland and rural properties. Easements and tower leases tied to these rights-of-way provide stable, inflation-linked cash flows backed by investment-grade utilities, making them an overlooked but compelling asset class.
This report highlights how aggregating these income streams can unlock double-digit yields, with utility buybacks providing a clear exit path. It also examines the core growth drivers like electrification, renewable integration, and grid expansion, alongside the execution challenges of fragmented acquisitions and the need for trusted landowner relationship.