Sector Investment 24 Hours

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

Infrastructure & Private Equity

The Global Summit concluded in Berlin with sentiment suggesting the infrastructure asset class is currently in a healthier position than broader private equity holdings, despite ongoing strategic challenges discussed by PEI Group editors. A standout transaction involved Brookfield’s $6.5bn take-private of Boralex, signaling continued appetite for large-scale energy transition plays. However, the enthusiasm for digital infrastructure remains divided; while the Abu Dhabi Investment Authority remains bullish on data centre buildout tied to AI demand, US-based Aksia expressed notable caution regarding the sector's rapid expansion at the summit.

Real Estate Investment & Credit

In Europe, private real estate mandates are seeing significant capital deployment, exemplified by the closing of ICG’s second Metropolitan opportunity fund at €1.4 billion, leveraging triple-net lease industrial and logistics plays across Western Europe—a vehicle now five times the size of its predecessor. This movement coincides with a market shift where industry veterans see a "golden period" for real estate credit, as LaSalle and Nuveen executives noted, suggesting that new cycles present favorable entry points for specialized debt strategies in the region.