Sector Investment 24-Hour Briefing
×Real Estate Investment Trends
Real estate M&A transactions jumped 40% in 2023-25, with deals involving sector specialists representing an increasing share of consolidation activity. The Middle East has become an investment hotspot for several of the world's largest real estate managers, though exit avenues remain a sticking point for investors.
Infrastructure Investment Updates
Infra Via has raised €8bn for its latest European infrastructure fund, exceeding its target by 14% or €1bn in about two years of fundraising. Meanwhile, lower wind speeds are impacting earnings of publicly listed sector giants, and almost certainly affecting private infrastructure funds as well.
Investment Management Moves
AIA is losing its reinsurance CIO and group ALM head after nine years with the Asian insurer, which manages a $333bn asset portfolio. The departure comes as exclusive PERE research finds that reporting transparency, value creation, and true partnership are the leading attributes of strong investor-manager relationships.