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Last updated: March 26, 2026, 5:30 AM ET

Real Estate & Infrastructure Investment

NorthPoint Development successfully garnered capital for its seventh fund, closing the vehicle at its largest size ever, as the industrial specialist anticipates a "generational buying opportunity" stemming from forced sellers in the current market environment. Elsewhere, the concept of US asset recycling is once again gaining traction among Australian institutional investors seeking to address domestic infrastructure funding deficits, although skepticism remains over whether the U.S. will finally implement the mechanism. Meanwhile, discussions at the Global Summit confirmed the continued upward trajectory for data centres’ international expansion and underscored the durability of infrastructure debt structures despite broader rate volatility.