Sector Investment 24-Hour Briefing

Last updated: March 20, 2026, 10:30 AM ET

Real Estate Investment Shifts

Global real estate investors are increasingly favoring fund structures, evidenced by pension manager Rest adopting this approach to broaden its asset class exposure, even as geopolitical tensions cast a shadow over investment sentiment at MIPIM, where delegates grappled with the Iran crisis outlook. Against this backdrop of structural shifts and macro uncertainty, large-scale partnerships are ; Prologis and GIC announced a $1.6 billion build-to-suit joint venture, seeding the new entity with an initial portfolio spanning 4.1 million square feet in Singapore.

Infrastructure Capital Deployment

In the infrastructure space, managers are focused on disciplined deployment to generate alpha without succumbing to "mandate creep," according to Macquarie Asset Management as its fourth Asia fund begins transacting. Concurrently, institutional interest in hard assets remains high, with Sumitomo Mitsui Finance and Leasing Company signaling an intention to expand its infrastructure portfolio through commitments to transport-related infrastructure and movable transportation funds this year.