Sector Investment 24-Hour Briefing
×Real Estate Investment
Real estate M&A transactions surged 40% in 2023-25 as sector specialists drove consolidation activity, according to Hodes Weill's latest report. AIA faces leadership changes with its reinsurance CIO and group ALM head departing after nine years, leaving the Asian insurer's $333bn asset portfolio in transition.
Infrastructure Investment
Infra Via secured €8bn for its latest European infrastructure fund, exceeding its target by 14% or €1bn after two years of fundraising. Wind operators face mounting challenges as lower wind speeds impact earnings at publicly listed sector giants, likely affecting private infrastructure funds as well.
Investor Relations
Exclusive PERE research identifies reporting transparency, value creation, and true partnership as the leading attributes of strong investor-manager relationships in the real estate sector.