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Last updated: March 24, 2026, 8:30 PM ET

Infrastructure & Real Assets

Investors are accepting volatility as the new market condition following initial sessions at a global infrastructure summit, where discussions focused on the expanding universe of investable assets. Key themes emerging included the nuclear power resurgence and the maturation trajectory of battery storage technology toward mainstream deployment. Meanwhile, private equity giant Apollo is investing $1 billion to acquire a 49 percent interest in a joint venture with Realty Income, which is anchored by a portfolio of single-tenant retail properties secured by long-term net leases. Elsewhere, CBRE Investment Management reached a fundraising milestone, gathering capital for its latest Japan property fund focused on logistics assets.