Sector Investment 24-Hour Briefing
×Transport Infrastructure
EV charging infrastructure faces speed bumps as investors adapt strategies amid global roll-out challenges. Transport sector shows resilience despite pandemic volatility and supply chain disruptions affecting road haulage and air cargo operations. Rail transport benefits from technology-driven upgrades combining digitisation and electrification with strong fundamentals. Port investors reassess relative value amid deglobalisation signs and global trade reconfiguration. Transport infrastructure investors move beyond risk mitigation to unlock resilience dividends as climate volatility and cyber threats redefine the market. Aviation assets have become infrastructure investor favorites since the pandemic, demonstrating strong resilience.
Infrastructure Investment Trends
Australian and Canadian pensions are joining forces to advocate for policy reform stimulating greater capital deployment into nation-building infrastructure. Partners Group achieved a 2.5x multiple on its $4 billion sale of Nordic data center platform at North, netting over 30% returns since December 2021. CapMan plans to launch a €750 million third Nordic infrastructure fund, representing an almost 90% increase from its previous €400 million target. EIPA's Tim Whittaker calls on regulators to force private market actors to conduct frequent, robust, and independent valuations of infrastructure assets.
Sector-Specific Developments
Seven Hills Capital closed its second fund at a $235 million hard cap with legal counsel from Mc Guire Woods LLP. European real estate debt markets are being revolutionized by back leverage, a financing structure once considered too risky. Private real estate equity sector highlights include the PERE Awards 2025 recognizing major achievements following an awards overhaul, while the PERE Asia Summit provided key industry insights.