Sector Investment 24-Hour Briefing
×Infrastructure Investment
Partners Group achieved a 2.5x multiple of invested capital on its $4 billion sale of Nordic data center platform at North, generating over 30% returns since the December 2021 deal. CapMan is launching a €750 million third Nordic infrastructure fund, representing nearly a 90% increase from its previous €400 million target. The European Infrastructure Public Affairs Association's Tim Whittaker calls for more frequent and independent valuations in private markets to better reflect infrastructure investment risks.
Real Estate Capital Markets
Seven Hills Capital closed its second fund at a $235 million hard cap, exceeding initial targets for the healthcare-focused investment vehicle. Meanwhile, the PERE Awards 2025 highlight significant achievements in private real estate equity following a major overhaul of the awards program. Back leverage is revolutionizing European real estate debt markets, with financing structures once considered too risky gaining mainstream acceptance.
Fund Flows & Investor Strategy
ADIA and ART present divergent views on 2026 fund investments, with the sovereign wealth fund anticipating no changes while the Australian super fund cites key factors driving increased capital deployment. The Los Angeles County Employees' Retirement Association issued a request for proposal seeking qualified consultants to advise its real estate portfolio. Infrastructure Investor is hosting its Sydney Network Meeting, bringing together key industry participants to discuss market trends and investment opportunities.