Sector Investment 24-Hour Briefing

Last updated: March 18, 2026, 12:30 AM ET

Real Estate Capital & Transactions

Activity in global real estate investment saw significant capital deployment, led by CBRE IM securing $2.1 billion for its seventh Asia value-add fund, attracting commitments from fifteen global limited partners including NZ Super and The State Pension Fund of Finland. This fundraising momentum is mirrored in the US market where the Australian superannuation fund Rest Super committed $330 million to a recent closing of Nuveen’s US Cities Retail Fund, participating alongside two other Australian pension vehicles. Furthermore, the brokerage sector is undergoing consolidation as Savills moves to acquire Eastdil Secured for $1.1 billion to bolster its US services, while Fortress is reportedly preparing to launch a platform for selling units in Delaware statutory trusts (DSTs) capturing fee streams.

Lending & Infrastructure Focus

European lenders are being urged to embrace cooperation over traditional rivalry to navigate the reset lending environment, suggesting that banks and alternative lenders must swap competition for co-operation to seize current opportunities. Against this backdrop of evolving finance structures, digital infrastructure remains a key focus, with recent data center strikes in the Middle East serving as a talking point at MIPIM, underscoring the growing importance of data sovereignty for European assets.