Sector Investment 24-Hour Briefing

Last updated: March 18, 2026, 11:30 AM ET

Real Estate & Infrastructure Fundraising

Private market fundraising remains buoyant, with InfraVia closing its sixth European infrastructure fund at an €8 billion hard-cap, supported heavily by non-European limited partners seeking stable, long-duration assets. This activity contrasts with mixed signals in the property sector, where CBRE IM successfully raised $2.1 billion for its seventh Asia value-add fund, drawing commitments from major global players including The State Pension Fund of Finland and NZ Super. Concurrently, major strategic realignment is occurring in brokerage services, as Savills acquired Eastdil Secured for $1.1 billion to bolster its US footprint, while Fortress is exploring a new fundraising platform for Delaware statutory trusts.

Sector Allocation & Geographic Focus

Institutional capital continues to show strong conviction in specific real estate niches, even as geopolitical risks prompt renewed focus on digital security. Malaysian pension fund KWAP articulated a strategy centered on "disciplined diversification" over the next three years, maintaining high conviction in the living sector across Australia, Japan, and the UK. Meanwhile, discussions at recent industry conferences, such as MIPIM, emphasized that digital infrastructure security—particularly following attacks on Middle Eastern data centers—is reinforcing the European focus on data sovereignty requirements for new builds.