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. BGO sees Japan's corporate real estate market coming into focus as a wave of non-core assets creates deep opportunity sets for investors. APG is shifting focus to core real estate in Asia Pacific with a strategic pivot toward developed markets via open-ended funds.
Infrastructure Investment Trends
Morgan Stanley Infrastructure is finding resilience in local transport markets with assets uncorrelated to global trade volatility. Basalt Infrastructure Partners sees ripe circumstances for ramping up aviation leasing services. IFM Investors emphasizes how infrastructure's core characteristics provide a springboard for success as the asset class evolves. InfraVia Capital Partners highlights specialized maritime services backed by capital intensity and long-term contracted revenues.
Fengate identifies North America as offering attractive long-term transport infrastructure opportunities despite intense competition. Bernhard Capital notes regulated utilities are providing rich opportunities for mid-market carve-outs as utilities scramble to raise capital for new power infrastructure. Infracapital sees shipping sector bracing for the second wave of transport decarbonization after rail and EV infrastructure led the first wave.
Private Equity and Secondaries
StepStone Group explains how liquidity constraints and fundraising headwinds are accelerating growth in real estate investment management business. Ascendant Capital Partners identifies hospitality market volatility creating opportunities as global recovery remains uneven. Ridgewood Infrastructure sees the lower mid-market increasingly attractive due to value creation opportunities and exit optionality.
Regional Market Developments
Blackstone dominated European awards with four wins in the region where fundraising dominance remains unchallenged. No single organization dominated this year's awards across regions, with few repeated winners in PERE Awards 2025. KKR won its third consecutive Fund Manager of the Year for Latin America while also taking Middle East and Africa honors.
Data Center and Technology Infrastructure
Principal Asset Management sees power, scale and capital reshaping investment decisions in data center expansion. Blue Owl notes investors gravitating toward scale, downside protection and long-term leases amid data center volatility. Blue Owl Capital was a high achiever in North America, taking two awards in the region.
Awards and Recognition
The Infrastructure Investor Annual Awards recognized top managers, institutional investors and advisory firms in their 17th year. Deborah Harmon of Artemis Real Estate Partners won PERE Lifetime Achievement Award for championing diversity while delivering strong performance. KKR bagged its second Fund Manager of the Year award for APAC, opening its third office in the region.
Market Analysis and Outlook
Wilmington Trust reflects on how the last 12 months have changed investment flows in the energy transition. Roundtable participants consider whether Europe can seize relative stability to draw in capital as the property market recovers. Download Infrastructure Investor's 2026 Transport report provides expert analysis on electric vehicle charging investment issues and resilience dividends in transport assets.