If you’re following the headlines, it’s easy to think the EV charging industry is in trouble—tax credits are expiring, public infrastructure programs are sunsetting, and skeptics are vocal. But if you take a closer look, the reality is: EV adoption is rising and the demand for charging infrastructure is growing along with it.

What’s really happening is a shift in a maturing industry. And it’s creating an opportunity to rethink where and how private capital is deployed to meet demand.

In the first half of 2025, U.S. EV sales hit a record high of over 600,000. Globally, that number exceeded 9 million. Automakers are pushing forward with affordable models launching in 2026 and over a million used EVs will become available over the next three years as leases expire. EV ownership is about to become more accessible than ever. With all signs pointing to increased EV adoption, investment in charging infrastructure needs to continue.

Public funding helped jumpstart early charging infrastructure and support projects in areas too risky for private investment to meet returns, like rural areas. That funding was designed to get the industry moving—not to sustain long-term growth. Meanwhile, many early privately-funded charging projects incorrectly modelled utilization and treated long-term maintenance as an afterthought resulting in stranded assets and frustrated drivers. Private investment as a whole has focused largely on Level 3 fast charging and fleets, where driver behavior data is more readily available, making projects easier to underwrite.

However, as the industry reaches an inflection point, we need to focus on providing reliable, convenient charging where drivers do most of their charging—at home.

The majority of charging happens at home, but if you live in an apartment, good luck finding a charger. Most multifamily properties still don’t offer charging, even as residents increasingly expect it, locking millions of Americans out of the easiest, most affordable way to charge. And while EV charging can increase NOI and attract and retain residents, property owners are reluctant to take on the complexity, cost, and risk of doing it themselves.

This is a huge market gap, and an even bigger opportunity for private investment. The next phase of EV charging must be modeled like traditional infrastructure—long-term, stable, and reliable—not like software or hardware.

These projects require patient capital and a clear focus on reliability, because if chargers don’t work when residents need them, there’s no point in offering them.

At 3V Infrastructure, we close this gap with a model that works for both property owners and investors. We don’t rely on incentives, and we use hyperlocal data to right-size projects to balance near- and long-term adoption. We’re focused on long-term reliability and a good experience for residents. We take on all of the capital, operational, and utilization risk, offering EV charging at no cost to property owners.

The noise around EVs isn’t going away anytime soon. But the opportunity is clear: as public investment in charging infrastructure fades, private investors can step in with smarter models focused on long-term reliability where charging is needed most. As EV adoption increases and residents increasingly expect at-home charging, 3V makes it easy for property owners to provide this critical amenity.