Sector Investment 24-Hour Briefing
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Infrastructure Allocation Shifts
LPs are reducing US infrastructure commitments, redirecting capital abroad. OMERS faced performance pressure from European holdings, Quinbrook appointed an Australia MD, and Norway's SWF infra returns surged to 18.1%.
Real Estate Expansion
LADWP targets $500 million in real estate this year to boost exposure. Meanwhile, ART plans to double its US and Europe real estate investments over five years.