Sector Investment 24 Hours

Last updated: March 24, 2026, 2:30 PM ET

Real Estate & Private Equity Moves

Apollo Global Management is deploying capital into the net lease retail sector, entering a joint venture with Realty Income to acquire a 49 percent stake for $1 billion, anchored by long-term properties. Concurrently, private capital deployment continues in Asia, with KKR moving toward a first close of approximately $5 billion for its third Asia-Pacific infrastructure fund, aiming to eclipse the $6.4 billion raised by its predecessor. This activity contrasts with the measured approach of asset managers like IFM Investors, whose infrastructure head indicated a strategy to increase exposure to value-add opportunities to complement existing core holdings, suggesting a search for higher yields beyond stable core assets IFM Investors.

Asia-Pacific Infrastructure Fundraising

KKR is positioning its third Asia-Pacific infrastructure vehicle to potentially raise over $6.4 billion, which would establish a new regional fundraising benchmark for the sector, indicating strong institutional appetite for large-scale regional projects. Meanwhile, asset managers are refining strategies; IFM Investors has voiced intentions to pivot toward growth sectors via value-add acquisitions, seeking returns that augment stable core portfolios. This fundraising push occurs as real estate managers like CBRE Investment Management are also seeing success, having recently hit a milestone in its latest Japan fundraise, demonstrating broad capital flow into Asian hard assets CBRE Investment Management.