Sector Investment 24-Hour Briefing
×Real Estate Investment Trends
Almanac acquired a minority stake in Alterra IOS to support its growing infrastructure portfolio, signaling further institutionalization of the asset class. The Middle East has emerged as an investment hotspot for global real estate managers, though exit avenues remain a challenge for investors. Real estate M&A transactions jumped 40% in 2023-25, with deals involving sector specialists representing an increasing share of consolidation activity, according to Hodes Weill.
Infrastructure Investment Developments
Infra Via raised €8 billion for its latest European infrastructure fund, exceeding its target by 14% in about two years of fundraising. Meanwhile, wind operators are facing earnings pressure from lower wind speeds, which is likely impacting private infrastructure funds as well. AIA is losing its reinsurance CIO and group ALM head after nine years with the Asian insurer, which manages a $333 billion asset portfolio.
Investor Relations & Market Analysis
Exclusive PERE research found that strong investor-manager relationships are built on reporting transparency, value creation, and true partnership. These findings highlight the evolving expectations in real estate investment management as the sector continues to mature and attract institutional capital.