Sector Investment 24-Hour Briefing
×Infrastructure Investment
Partners Group achieved a 2.5x MOIC on its Nordics data center platform sale, netting over $4 billion and a 30% return on a deal signed in December 2021. CapMan is launching a €750 million third Nordic infrastructure fund, representing a nearly 90% increase from its previous €400 million target. EIPA's Tim Whittaker called on regulators to mandate frequent, robust, and independent valuations to address risk undervaluation in the infrastructure sector.
Real Estate Investment
Seven Hills Capital closed its second fund at a $235 million hard cap, marking continued growth in healthcare-focused private equity. Sydney Network Meeting convened industry leaders to discuss emerging trends in infrastructure investment. Los Angeles County Employees' Retirement Association issued an RFP for real estate consultant services to advise its portfolio strategy.
Private Equity Trends
ADIA and ART revealed divided views on increasing fund investments in 2026, with the sovereign wealth fund anticipating no change while the Australian super fund cited key factors driving more capital into funds. Blueprint highlighted the PERE Awards 2025, showcasing major achievements in private real estate equity following a complete awards overhaul.
Market Structure
Back leverage is revolutionizing European real estate debt markets, with Knight Frank and Reed Smith analyzing the rise of this once-high-risk financing structure. Industry experts discussed the nuts and bolts of implementation and growing institutional acceptance of the strategy.