Sector Investment 24-Hour Briefing
×Infrastructure Investment
Partners Group achieved a 2.5x multiple on its Nordics data centre platform at North sale, netting over $1 billion in returns. CapMan is targeting €750 million for its third Nordic infrastructure fund, marking an 90% increase from its previous effort.
Healthcare Private Equity
Seven Hills Capital closed its second fund at a $235 million hard cap, signaling continued confidence in healthcare investment opportunities.
Real Estate Investment
ADIA anticipates no change in fund investments for 2026, while ART expects increased allocations based on market conditions. The PERE Awards 2025 highlight significant achievements in private real estate equity following a major overhaul of the awards program.
Industry Analysis
EIPA's Tim Whittaker argues that regulators should mandate more frequent, robust, and independent valuations in private markets to better capture risk. Back leverage is transforming European real estate debt markets, with financing structures once considered too risky gaining widespread adoption.