Sector Investment 24-Hour Briefing
×Real Estate Investment
Hongkong Land is expanding its real estate portfolio in Hong Kong with a new hire to support its growth strategy. BGO executives are focusing on Japan's corporate real estate market, anticipating a wave of non-core asset opportunities. StepStone Group highlighted a record year for secondaries, driven by liquidity constraints and fundraising challenges.
Blue Owl Capital sees investors gravitating toward scale and downside protection amid market volatility. Ascendant Capital Partners believes hospitality market volatility is creating opportunities as the global recovery remains uneven. APG is shifting its focus to core real estate in the Asia Pacific region.
Infrastructure Investment
Morgan Stanley sees resilience in local transport markets, which are less tied to global economic trends. Basalt Infrastructure Partners is optimistic about aviation leasing services. InfraVia Capital Partners highlights the appeal of specialized maritime services.
Fengate believes North America still offers attractive long-term opportunities in transport infrastructure. Infracapital is monitoring the shipping sector's decarbonization efforts. Bernhard Capital sees opportunities in mid-market regulated utility carve-out transactions.
Awards & Recognition
Infrastructure Investor Awards recognized top managers and firms. KKR won its third consecutive Fund Manager of the Year award in Latin America. Macquarie won Fund Manager of the Year in North America for its fundraising and exit successes.
Blue Owl Capital was a high achiever in North America, taking home two awards. Blackstone dominated in Europe, winning four awards. PERE Awards acknowledged a year of disruption, with no single organization dominating.
Market Trends
Principal Asset Management is reshaping investment decisions based on power, scale, and capital. Ridgewood Infrastructure is focusing on opportunities in the lower mid-market. Wilmington Trust reflected on how investment flows have changed and their implications.
PERE's Europe roundtable discussed whether the region can draw capital. Artemis co-founder Deborah Harmon received the PERE Lifetime Achievement Award.
Regional Highlights
KKR also secured a Fund Manager of the Year award in the Middle East and Africa. The take-private of Neoen was a highlight in Europe. Residential remains a top sector for North American winners.