Sector Investment 8 Hours

Last updated: March 24, 2026, 5:30 PM ET

Infrastructure & Real Assets

The infrastructure universe continues expanding as major players solidify large-scale commitments, with KKR nearing first close on its third Asia-Pacific fund at approximately $5 billion, positioning it to potentially break the $6.4 billion record set by its predecessor. Concurrently, global sentiment at the first day of the Infrastructure Investor summit suggested accepting volatility as the baseline while noting accelerating interest in nuclear power and battery storage technologies. In real estate debt, Apollo agreed to acquire a 49 percent interest in a joint venture with Realty Income for $1 billion, leveraging a portfolio of single-tenant retail assets under long-term net leases, while CBRE Investment Management achieved a milestone in its Japan fundraise efforts.