Sector Investment 24-Hour Briefing

Last updated: March 17, 2026, 1:30 PM ET

Real Estate & Private Credit

The growing imperative for data sovereignty across Europe was a key topic at MIPIM, following recent attacks on digital infrastructure in the Middle East, emphasizing security concerns for real estate investors managing digital assets. In capital deployment, the Abu Dhabi Investment Authority committed up to $500 million to Dignari Capital via a new separately managed account, signaling strong sovereign interest in expanding private credit exposure managed out of Hong Kong. Meanwhile, Australian superannuation funds, including Rest Super, collectively backed Nuveen’s US Cities Retail Fund with $330 million in its latest fundraising round, indicating persistent appetite for specific, granular real estate exposures despite broader market caution.

Infrastructure & Lending Dynamics

Lenders across Europe are finding that grasping opportunities in the current market reset requires moving beyond traditional roles, suggesting a need for greater collaboration between banks and alternative capital providers in the lending space. This pivot toward non-traditional capital is mirrored by large institutional investors like LACERA, which reported solid infrastructure gains while simultaneously leaning into co-investments to navigate slower overall dealflow and rising geopolitical tensions affecting the sector. The nearly $90 billion California public pension continues to find benefits in direct infrastructure involvement to secure returns amid external headwinds.