Sector Investment 24-Hour Briefing

Last updated: March 18, 2026, 9:30 AM ET

Real Estate & Infrastructure Capital Raising

Infrastructure fund manager Infra Via successfully secured €8 billion for its sixth European fund, hitting its hard-cap target largely due to strong backing from non-European limited partners, signaling continued global appetite for specialized European assets. In parallel, the real estate sector saw major capital deployment, with CBRE Investment Management closing its seventh Asia value-add fund after raising a substantial $2.1 billion from fifteen global LPs, including institutional heavyweights like The State Pension Fund of Finland. This fundraising activity contrasts with ongoing strategic shifts, as UK brokerage Savills expanded its US footprint by acquiring Eastdil Secured for $1.1 billion, while Fortress explores launching a new platform to market interests in Delaware statutory trusts capturing future appreciation.

Pension Fund Allocation & Sector Focus

Malaysian public pension fund KWAP intends to pursue a strategy of 'disciplined diversification' over the next three years, maintaining a strong conviction in the global living sector, particularly targeting assets in Australia, Japan, and the UK. Meanwhile, the importance of digital infrastructure resilience was underscored following recent cyber incidents, as data center strikes in the Middle East served as a key talking point regarding data sovereignty concerns at the recent MIPIM conference in Cannes. These allocation decisions reflect institutional investors balancing core real assets with the increasing technological demands of modern infrastructure.