Sector Investment 24 Hours

Last updated: March 30, 2026, 5:30 PM ET

Infrastructure & Private Equity Sector Moves

The infrastructure asset class showed relative strength compared to broader private equity at the recent Global Summit in Berlin, where editors assessed evolving challenges for the sector. This positive outlook contrasts with some investor caution, as seen by the split sentiment regarding data center buildouts: the Abu Dhabi Investment Authority remains bullish on AI infrastructure, while US-based Aksia expresses greater wariness. Further illustrating activity in the space, Brookfield is proceeding with a $6.5 billion take-private of Boralex, signaling confidence in specific regulated utility assets.

European Real Estate & Credit Opportunities

Investment managers are actively seeking deployment in European property, evidenced by ICG successfully closing its second Metropolitan opportunity fund at €1.4 billion, a vehicle five times the size of its predecessor focused on Western European industrial and logistics assets via triple-net leases. This pursuit of specialized assets comes as market participants perceive a favorable entry point in debt, with LaSalle’s Isabelle Brennan and Nuveen Real Estate’s Christian Janssen observing that the market is entering a new cycle presenting a "golden period" for seizing opportunities in European real estate credit.