Sector Investment 24-Hour Briefing
×Real Estate Leadership Moves
Former APG head of APAC real estate has joined Hongkong Land to oversee its Hong Kong portfolio and support growth strategy. APG is shifting focus to core real estate in Asia Pacific through open-ended funds targeting developed markets. BGO sees Japan's corporate real estate sector coming into focus as non-core assets create deep opportunity sets for investors.
Infrastructure Investment Awards
KKR won Fund Manager of the Year for Latin America for the third consecutive time, with Power & Utilities Investor of the Year added as a new category. Blue Owl Capital emerged as a high achiever in North America, taking two awards including Fund Manager of the Year. EQT secured Fund Manager of the Year for Europe following the largest European fundraise of 2025. Macquarie won Fund Manager of the Year for North America based on fundraising and exit successes. KKR bagged its second Fund Manager of the Year award for Middle East and Africa while opening its third office in the region.
Energy Transition Investments
Bernhard Capital Partners identifies rich opportunities in mid-market regulated utility carve-outs as utilities scramble to raise capital for new power infrastructure. Infracapital sees shipping sector bracing for the second wave of transport decarbonisation following rail and EV infrastructure. Wilmington Trust reflects on how the past 12 months have changed investment flows in the energy transition.
Data Center and Technology Infrastructure
Principal Asset Management highlights how power, scale and capital are reshaping data center investment decisions amid market volatility. Blue Owl Capital observes investors gravitating toward scale, downside protection and long-term leases in data center investments.
Real Estate Market Dynamics
Blackstone dominated Europe with four of five awards, maintaining unchallenged fundraising dominance. No single organization dominated this year's PERE Awards, with few repeat winners. Residential remains a top choice in North America, propelling a sharpshooter manager to its first PERE Awards win.
Secondaries and Alternative Investments
StepStone Group explains how liquidity constraints and fundraising headwinds are accelerating growth in real estate investment management. Ridgewood Infrastructure sees value creation opportunities and exit optionality driving interest in the lower mid-market.
Industry Recognition
Deborah Harmon of Artemis Real Estate Partners, this year's PERE Lifetime Achievement Award winner, has proven that championing diversity and delivering strong performance are not mutually exclusive. The Infrastructure Investor Annual Awards recognize top managers, institutional investors and advisory firms in their 17th year.
Market Opportunities and Strategy
Ascendant Capital Partners sees hospitality market volatility creating opportunities as global recovery remains uneven. Roundtable participants consider whether Europe can seize the moment with relative stability in an era of turmoil.