Sector Investment 24-Hour Briefing
×Real Estate & Infrastructure
BlackRock's MacDonald is taking a cautious stance on Japan, focusing on smaller investments that can be exited quickly as the Bank of Japan's rate normalization complicates longer-term plans. CPP is seeking more "established" data centre platforms after its latest $4 billion buy, as Canada's largest pension fund aims for further exposure following several large-cap data centre investments.
Healthcare & Technology
NewSpring Healthcare led a $140 million capital raise for Honest Health, which partners with health systems to support healthcare delivery. Big Tech signed a landmark data centre and energy pledge at the White House, while GIP and EQT agreed to a $33.4 billion AES takeover, marking significant moves in infrastructure investment.
Private Equity Strategy
KKR is recalibrating its real estate strategy after a "bumpy road" to global expansion, with two top executives discussing the path forward for the world's largest managers. The recalibration comes as the firm navigates challenges in its global expansion efforts.