Sector Investment 8 Hours

Last updated: March 19, 2026, 7:30 PM ET

Real Assets & Infrastructure Investment

Private real estate investors are increasingly favoring commingled fund structures for capital allocation, a trend exemplified by pension manager Rest as it seeks broader exposure across the asset class. Concurrently, major players are deploying capital into logistics assets, with Prologis and GIC establishing a new build-to-suit joint venture capitalized at $1.6 billion, seeding the partnership with an initial 4.1 million square-foot portfolio. On the infrastructure front, asset managers are focusing on discipline to generate alpha, as demonstrated by Macquarie Asset Management avoiding mandate creep while deploying capital from its fourth Asia infrastructure fund. Furthermore, institutional interest remains strong in core transport assets, with Sumitomo Mitsui Finance and Leasing Company signaling intentions to expand its portfolio commitments toward movable transportation and transport-related infrastructure projects growing infrastructure portfolio.