Sector Investment 24-Hour Briefing
×Real Estate Investment
LADWP outlined a real estate pacing plan for 2026, looking to deploy $500 million in the asset class this year to increase exposure. Meanwhile, ART announced plans to double its real estate program over the next five years, increasing investments across the US and Europe.
APG is shifting focus to core real estate in Asia Pacific, strategically pivoting toward developed markets through open-ended funds. In Hong Kong, Hongkong Land has appointed a former APG head of APAC real estate to oversee its portfolio and support growth strategy.
StepStone Group is experiencing a record year for secondaries as liquidity constraints and fundraising headwinds accelerate growth in its real estate investment management business. BGO sees significant opportunities in Japan's corporate real estate as non-core assets create a deep investment landscape.
Blue Owl is observing investors gravitating toward scale, downside protection, and long-term leases amid data center volatility. Ascendant Capital Partners notes that hospitality market volatility is creating opportunities as the global recovery remains uneven.
Europe may be stepping up in a time of opportunity as the region's relative stability in an era of turmoil could draw capital as the property market recovers. Blackstone won four of its five awards in Europe, where its fundraising dominance remains unchallenged.
Principal Asset Management sees power, scale, and capital reshaping investment decisions in the data center sector. The PERE Awards 2025 recognized a year of disruption, with no single organization dominating and few repeated winners.
Infrastructure Investment
Ascend Capital Partners closed its second fund with $791 million in total commitments, exceeding its initial $700 million target. OMERS faces challenges with Europe dragging performance, while Norway's sovereign wealth fund reported infrastructure returns shooting up to 18.1 percent.
Morgan Stanley Infrastructure believes local transport assets offer rich opportunities uncorrelated to global trade and GDP vagaries. Basalt Infrastructure Partners sees ripe circumstances for ramping up aviation leasing services amid current market conditions.
IFM Investors notes that as infrastructure evolves and expands, its core characteristics provide a springboard for success. Inf