Sector Investment 24-Hour Briefing
×Infrastructure
Tim Whittaker urges regulators to mandate frequent, independent valuations for private‑market infra assets, warning that current smoothing masks risk. Meanwhile, CapMan fund announced a €750 million third Nordic infra vehicle, a near‑90% increase on its prior €400 million raise. The sector also gathered at the Sydney Network meeting, where regional operators discussed pipeline financing.
Private Real Estate Equity
The PERE Awards in Asia highlighted a reshuffle of honorees as the 2025 edition recognized standout private‑real‑estate equity deals. In parallel, ADIA, ART split shows divergent outlooks: ADIA expects no change to fund allocations for 2026, while the Australian super fund points to a catalyst for deeper commitments.
Real Estate Debt & Advisory
Back leverage is gaining traction, with Knight Frank and Reed Smith detailing how the once‑taboo structure now underpins European real‑estate debt issuance. On the advisory side, LACERA RFP seeks qualified consultants to steer its real‑estate portfolio, signaling a push for enhanced asset‑management expertise.