Sector Investment 24 Hours

Last updated: March 25, 2026, 2:30 AM ET

Infrastructure & Private Equity Sector Fundraising

Private equity giants are aggressively pursuing infrastructure mandates, with KKR nearing a first close of approximately $5 billion for its third Asia-Pacific fund, putting it on track to potentially exceed the $6.4 billion raised for its predecessor. This fundraising push coincides with industry recognition that investors must accept market volatility as the baseline while expanding infrastructure allocations into areas like nuclear power and battery technology. Furthermore, managers like IFM Investors are signaling a tactical shift, planning to increase exposure to value-add opportunities to complement existing core holdings.

Real Estate & Net Lease Transactions

Activity in real estate investment vehicles remains strong, exemplified by Apollo Global Management’s strategic net lease equity injection. Apollo is committing $1 billion to acquire a 49 percent stake in a joint venture with Realty Income, centered on a portfolio of single-tenant retail assets bound by long-term net leases. Separately, CBRE Investment Management has reached a milestone in its Japan fundraise, successfully securing capital for its logistics push, indicating continued appetite for specialized, built-to-suit industrial assets across key Asian markets.