Sector Investment 24 Hours

Last updated: March 26, 2026, 11:30 AM ET

Real Estate & Infrastructure Funding

NorthPoint Development successfully secured capital for its seventh fund, marking its largest vehicle to date, as the firm anticipates a "generational buying opportunity" stemming from forced sellers in the industrial sector closing its largest fund. Elsewhere, the persistent infrastructure funding gap in the US is once again prompting Australian investors to tout asset recycling as a viable solution, though skepticism remains over whether this renewed push will materialize beyond rhetoric. Concurrently, insights from the Global Summit emphasized the enduring appeal of infrastructure debt and the rise of secondaries as key market trends.

Data Centers & Debt Markets

The second day of the Global Summit revealed continued aggression in the data center space, with executives detailing plans for extensive international expansion driven by AI demand, even as the sector navigates higher capital costs data centres’ international expansion. Despite inflation concerns, market consensus suggests that infrastructure debt will remain a core asset class due to its defensive characteristics, while Europe was specifically cited as a relatively "safer status" jurisdiction for capital deployment compared to other regions Europe’s safer status.