Sector Investment 24 Hours

Last updated: March 23, 2026, 7:30 PM ET

Infrastructure & Energy Investment

LS Power secured a $5 billion regulatory sweetener for its gas infrastructure projects, even as broader trends suggest a cooling in the U.S. power sector, with data centre growth reportedly slowing by 50 percent. This domestic slowdown contrasts with renewed industry focus, as evidenced by the return of the Global Summit for infrastructure investment. Meanwhile, private equity managers are adapting to market constraints; Quinbrook is establishing an in-house construction team in Australia to gain control over execution amid a constrained labor market for its pipeline of battery storage developments.

Real Assets & Valuation Practices

In real estate, Hines expanded its UK portfolio after acquiring four mid-box logistics assets for £60 million, adding them to its core-plus HEPP fund, which now holds eight similar properties. Separately, managers in the infrastructure space are prioritizing valuation discipline due to recent market volatility; Igneo Infrastructure Partners explained its decision to conduct quarterly valuations to avoid explaining markdowns to limited partners, a lesson learned from the exit of its first Euro fund.