Sector Investment 24-Hour Briefing
×Infrastructure Investment
Australian and Canadian pensions are joining forces to advocate for policy reforms that would stimulate greater capital deployment into nation-building infrastructure projects. This collaboration between 18 Canadian pension funds and Australian superannuation funds represents a significant push for regulatory changes in the infrastructure investment landscape.
CapMan is preparing to launch its third Nordic infrastructure fund with a target of €750 million, marking an almost 90% increase from its previous fund's €400 million target. This substantial growth in fundraising ambitions reflects strong investor confidence in Nordic infrastructure assets.
Data Centre Sector
Partners Group achieved a 2.5x multiple of invested capital and more than 30% return on its Nordic data center platform at North, which was sold for $4 billion last week. The deal, signed in December 2021, demonstrates the strong performance potential in the data center investment space.
Real Estate Investment
The PERE Awards 2025 have highlighted the biggest achievements in private real estate equity over the past year, marking a significant shake-up among honorees following the awards' recent overhaul. Meanwhile, the PERE Asia Summit continues to showcase regional investment opportunities.
Fund Strategy Divergence
ADIA and Australian Super are divided on increasing fund investments in 2026, with the sovereign wealth fund not anticipating any changes while the Australian super fund points to key factors driving more capital into funds. This divergence in strategy highlights different approaches to fund allocation among major institutional investors.
Valuation and Risk Assessment
EIPA's Tim Whittaker has called on regulators to force private market actors to conduct more frequent, robust, and independent valuations of infrastructure assets. This push for greater transparency comes as concerns grow about valuation smoothing potentially downplaying investment risks in the sector.
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 successful closing demonstrates continued investor appetite for healthcare-focused private equity investments.