Sector Investment 24-Hour Briefing
×Infrastructure Investment
Canadian and Australian pension funds are joining forces to advocate for policy reforms that would stimulate greater deployment of capital into nation-building infrastructure projects. This collaboration between 18 Canadian pensions and Australian superannuation funds represents a significant push for regulatory changes in the sector.
Partners Group has achieved a remarkable 2.5x multiple of invested capital on its Nordic data center platform at North, netting more than a 30% return on a deal signed in December 2021. The $4 billion sale demonstrates the strong performance potential in European data center investments.
CapMan is preparing to launch its third Nordic infrastructure fund with a target of €750 million, representing an almost 90% increase from its previous fund's €400 million target. This significant scaling up reflects growing investor appetite for Nordic infrastructure assets.
Healthcare Investment
Seven Hills Capital has successfully closed its second fund at a $235 million hard cap, with Mc Guire Woods LLP providing legal counsel for the transaction. The fund's full subscription indicates strong investor confidence in healthcare-focused private equity strategies.
Valuation & Risk Management
EIPA's Tim Whittaker has called on regulators to force private market actors to conduct frequent, robust, and independent valuations. This push for greater transparency comes as concerns grow about valuation smoothing potentially downplaying risk in infrastructure investments.
Fund Allocation Strategies
ADIA and Australian Super are divided on increasing fund investments in 2026, with the sovereign wealth fund anticipating no change while the Australian super fund points to key factors driving more capital into funds. This divergence highlights different strategic approaches among major institutional investors.
Real Estate Investment
The PERE Awards 2025 are highlighting the biggest achievements in private real estate equity following a comprehensive overhaul of the awards program. Meanwhile, Knight Frank and Reed Smith are examining how back leverage is revolutionizing European real estate debt markets, with the financing structure once considered too risky now gaining mainstream acceptance.