Sector Investment 24-Hour Briefing
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Awards & Recognition
KKR secured its third consecutive Fund Manager of the Year title at the Infrastructure Investor Awards 2025: Latin America, while the Power & Utilities Investor of the Year category made its debut. Meanwhile, Blackstone dominated Europe’s awards, winning four of its five accolades, including Deal of the Year for its involvement in Neoen’s take-private deal. EQT claimed Fund Manager of the Year in Europe for the largest fundraise of 2025, as noted in the Infrastructure Investor Awards 2025: Europe.
Real Estate Trends
The Real Estate Investor Awards 2025 highlighted a reshuffled landscape, with no single entity claiming more than three regional prizes. StepStone Group reported a record year for secondaries, attributing growth to liquidity constraints and fundraising challenges. In Asia, BGO emphasized opportunities in Japan’s corporate real estate, citing a wave of non-core assets. Principal Asset Management noted data center investments are being reshaped by power, scale, and capital dynamics.
Infrastructure Developments
Infracapital highlighted the shipping sector’s role in the second wave of transport decarbonization, following rail and EV infrastructure leadership. Ridgewood Infrastructure identified lower mid-market opportunities as a focus, citing value creation and exit optionality. The Infrastructure Investor Awards 2025: North America recognized Blue Owl Capital for two regional awards, while Macquarie won Fund Manager of the Year for its Australian fundraising success.
Energy Transition
Wilmington Trust analyzed shifting investment flows in the energy transition, stressing the need for strategic capital allocation. Bernhard Capital pointed to mid-market regulated utility carve-outs as a growing opportunity, as utilities seek capital for new power infrastructure.
Market Shifts
Ascendant Capital Partners observed hospitality market volatility creating opportunities amid uneven global recovery. APG pivoted toward core real estate in Asia Pacific, engaging via open-ended funds. Blackstone’s European dominance underscored its fundraising strength, while Artemis’s Deborah Harmon won the PERE Lifetime Achievement Award for championing diversity and performance.
Leadership & Diversity
Artemis Real Estate Partners co-founder Deborah Harmon emphasized the importance of visibility in driving change. Blue Owl Capital’s Marc Zahr noted investor focus on scale and long-term leases amid data center volatility.
Policy & Outlook
Japan may intervene to buy yen as speculation mounts, while Ecuador considers a $4B bond sale. The Infrastructure Investor Awards 2025: Middle East and Africa saw KKR win its second Fund Manager of the Year, alongside its APAC accolade.
Final Notes
The Infrastructure Investor Annual Awards celebrated its 17th edition, recognizing top managers and advisory firms. Residential real estate remained a North American winner, with a new PERE Awards recipient emerging in the sector.
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