Sector Investment 24-Hour Briefing
×Market Moves
The S&P 500 fell 1.2% marking its first two-week loss since June, reflecting broader market volatility. Entrata is working with Goldman Sachs and JPMorgan on an IPO, signaling continued private equity activity in the sector. Blue Owl Capital emerged as a high achiever in North America, securing two awards as the US manager's fundraising dominance remains unchallenged.
Macro & Policy
Japan may intervene to buy yen amid speculation, while Ecuador eyes a $4B bond sale return, highlighting sovereign capital raising trends. Bernhard Capital Partners highlights opportunities in mid-market regulated utility carve-outs as utilities scramble to raise capital for new power infrastructure investments.
Sector Investment
Infrastructure Investor Awards 2025 revealed a total reshuffle in regional achievements, with no single group taking more than three prizes. KKR secured its third consecutive Fund Manager of the Year award in Latin America, while EQT took the European Fund Manager of the Year title, notably for a large 2025 fundraise. The take-private of Neoen, a Paris-listed renewable energy developer, was a key Deal of the Year highlight in Europe.
Deal Flow & Strategy
Step Stone Group reports a record year for secondaries, driven by liquidity constraints accelerating its real estate investment management business. Ridgewood Infrastructure identifies value creation opportunities in the lower mid-market, where investors increasingly seek exit optionality. Ascendant Capital Partners notes hospitality market volatility creating opportunities amid uneven global recovery.
Infrastructure Focus
Infracapital emphasizes the shipping sector's readiness for its second wave of transport decarbonisation following rail and EV infrastructure leadership. Wilmington Trust reflects on how 2024's investment flows have reshaped energy transition strategies. Principal Asset Management highlights data center expansion, where power, scale, and capital are key investment decision drivers.
Awards & Recognition
PERE Awards 2025 saw no single organization dominate, with Artemis Real Estate Partners co-founder Deborah Harmon winning the Lifetime Achievement Award for championing diversity alongside strong performance. Blue Owl Capital secured two North American awards, while Macquarie won Fund Manager of Year for fundraising and exit successes in the region.
Regional Insights
APG shifts focus to core real estate in Asia Pacific, pivoting toward developed markets via open-ended funds. Residential remains a top choice in North America, propelling a sharpshooter manager to its first PERE Awards win. BGO and BGO's Schmidt and Wong highlight a wave of non-core assets creating deep opportunities in Japan's corporate real estate.
Download & Analysis
Infrastructure Investor’s 2026 Transport report details challenges and opportunities, including electric vehicle charging investment issues and unlocking resilience dividends in transport assets.