Sector Investment 3h Briefing

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

Real Assets & Infrastructure

Industrial property specialists are capitalizing on market dislocation, as NorthPoint Development closed its seventh vehicle, the largest fund yet, aiming to exploit a "generational buying opportunity" from forced sellers. This private capital drive mirrors broader trends in core sectors, where infrastructure debt remains favored, and Europe is increasingly viewed as a safer investment destination compared to other regions, according to insights from the Global Summit Day 2 discussions. Furthermore, the international expansion of data centers remains a key focus area for institutional allocators seeking stable, long-term returns.