Over the past few years, highly scalable, low-marginal-cost tech companies have been all the rage. And I own a few, with software -- software-as-a-service (SaaS) stocks in particular -- featured heavily among them. At scale, the economics of these companies can turn them into cash cows. 

Yet at the same time, investors shouldn't lose focus on the real world. As much as technology is disrupting much of the modern world, humanity still runs on clean, cheap water, reliable transportation, and increasingly low-carbon energy. The companies that own and operate the infrastructure that delivers on these basic needs can make for incredible long-term investments. Two in particular that stand out are Brookfield Infrastructure (NYSE: BIP)(NYSE: BIPC) and Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). 

And it looks like Mr. Market is giving investors a great opportunity to buy both. Brookfield Infrastructure shares are down 31% from the all-time high, while Brookfield Renewable has lost a painful 58% of its value from the peak. I'm not sitting on the sidelines, either, having recently bought more both. 

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Source Fool.com