Sector Investment 24-Hour Briefing
×Market Moves
LADWP outlines real estate pacing plan for 2026, aiming to deploy $500m this year to boost asset exposure. ART to double its real estate program in next five years, expanding across the US and Europe. Former APG head of APAC real estate joins Hongkong Land, overseeing the firm’s Hong Kong portfolio. Ascend Capital Partners closes second fund with $791m, surpassing its $700m target. StepStone Group on a record year for secondaries, citing liquidity constraints and fundraising challenges. BGO on Japan’s corporate real estate coming into focus, highlighting non-core asset opportunities. Blue Owl on how scale and selectivity define real assets, emphasizing downside protection amid data center volatility. Ridgewood on the opportunities stemming from the lower mid-market, noting value creation and exit optionality.
Infrastructure Trends
Europe drags on OMERS, Quinbrook’s new Australia MD, Norway SWF’s supersized renewable returns, with OMERS underperforming due to regional challenges. Morgan Stanley Infrastructure on finding resilience in local markets, noting transport assets’ uncorrelated performance. Basalt Infrastructure Partners on the long runway ahead for aviation, citing favorable conditions for leasing services. IFM Investors on how infrastructure marches on, stressing core characteristics for success. Infracapital on the voyage to net zero, focusing on shipping sector decarbonization. Wilmington Trust on what’s powering the future of the energy transition, analyzing shifting investment flows. Fengate: Moving transport into the fast lane, identifying North America’s long-term transport opportunities. Infrastructure Investor Awards 2025: Latin America, adding a new Power & Utilities Investor of the Year category. Infrastructure Investor Awards 2025: Europe, highlighting Neoen’s take-private and EQT