Sector Investment 24-Hour Briefing

Infrastructure Deals

The Australian and Canadian pensions are collaborating to push for policy reforms aimed at boosting capital deployment into critical infrastructure projects. Meanwhile, Partners Group secured a significant 2.5x multiple on its Nordic data centre platform sale, netting over $2.2 billion after a December 2021 investment. This highlights the growing value in specialized infrastructure assets.

Real Estate Developments

The PERE Awards 2025 underscored a shake-up in private real estate equity recognition, while CapMan is preparing to launch a substantial €750 million Nordic infrastructure fund, nearly doubling its previous target. These developments signal continued investor confidence in the sector despite valuation pressures.

Valuation Pressures

EIPA’s Tim Whittaker urged regulators to mandate more frequent, robust, and independent valuations within the private infrastructure market, arguing that current smoothing practices understate inherent risks. This call for transparency comes amid ongoing debates about asset pricing in the sector.