Sector Investment 24 Hours

Last updated: March 30, 2026, 8:30 AM ET

Infrastructure & Private Equity Strategies

The recent Infrastructure Investor Global Summit held in Berlin revealed that the infrastructure asset class is currently perceived as being in a healthier state than traditional private equity, even as both face evolving challenges driven by geopolitical tensions and strategic drift. Amid this backdrop, Brookfield Asset Management's $6.5 billion take-private offer for Boralex underscores large-scale moves in the sector, while the overall outlook for infrastructure investment appears more positive than that for broader PE strategies.

Real Estate & Credit Opportunities

Investor positioning remains varied regarding technology infrastructure buildouts, with the Abu Dhabi Investment Authority expressing strong conviction in AI-related data center expansion, contrasting with a more cautious stance from U.S. counterpart Aksia. In European real estate, Intermediate Capital Group (ICG) successfully gathered €1.4 billion for its second Metropolitan opportunity fund, which is more than five times the size of its predecessor and targets triple-net lease industrial and logistics assets across Western Europe. This activity occurs as experts suggest real estate credit is entering a new cycle, presenting a "golden period" for seizing opportunities in the market.