Sector Investment 24 Hours

Last updated: March 24, 2026, 11:30 PM ET

Infrastructure & Private Markets

The infrastructure investment universe continues its expansion, with managers embracing volatility as the new normal while pushing into emerging subsectors like nuclear power and battery storage. This global trend is mirrored in Asia, where KKR is nearing a $5 billion first close for its third Asia-Pacific infrastructure fund, positioning the firm to potentially surpass the $6.4 billion raised for its predecessor and set a new regional fundraising benchmark. Elsewhere, managers like IFM Investors plan to increase exposure to value-add assets to complement existing core holdings, suggesting a strategic shift toward higher-yielding infrastructure opportunities.

Real Estate & Property Deals

Private equity firms are deploying capital across specialized real estate niches, exemplified by Apollo Global Management’s $1 billion net lease play through a joint venture with Realty Income, securing a 49 percent stake backed by a single-tenant retail portfolio. Concurrently, institutional capital continues to target logistics, as seen by GIC’s recent built-to-suit bet in the sector, while property managers like CBRE Investment Management reached a fundraising milestone for its Japan property fund, indicating strong investor appetite for core Asian real estate strategies.