Sector Investment 24-Hour Briefing
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Infrastructure & Energy
Big Tech signed a landmark data center and energy pledge at the White House, committing to major infrastructure investments. GIP and EQT agreed to a $33.4 billion takeover of AES, marking a significant energy sector consolidation. NZ Super appointed a real assets chief as part of its strategic expansion into infrastructure.
Real Estate
KKR is recalibrating its global real estate strategy after a challenging expansion path. Two top executives told PERE about the firm's roadmap for future growth in the sector. The world's largest managers are adjusting their approach to real estate investments amid changing market conditions.