Sector Investment 24 Hours

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

Infrastructure & Private Equity Trends

The Infrastructure Investor Global Summit in Berlin concluded with sentiment suggesting the infrastructure asset class appears healthier than traditional private equity amid evolving market challenges, although strategic drift remains a concern for industry leaders. Further emphasizing infrastructure's appeal, Brookfield Asset Management moved forward with a $6.5 billion take-private transaction for Canadian renewable power producer Boralex. Divergent views on digital real estate emerged from the summit, as the Abu Dhabi Investment Authority expressed bullishness toward AI infrastructure buildouts, while US-based manager Aksia signaled greater caution regarding the pace of data center expansion.

European Real Estate & Credit Opportunities

Private equity real estate firm ICG successfully secured €1.4 billion for its second Metropolitan opportunity fund, a vehicle that is more than five times the size of its predecessor and is earmarked for investment in triple-net lease industrial and logistics assets across Western Europe. This activity occurs as market participants see potential in the evolving cycle; LaSalle Investment Management and Nuveen Real Estate executives characterized the current moment in European real estate credit as "a golden period" for seizing new opportunities.