Sector Investment 24 Hours

Last updated: March 31, 2026, 2:30 AM ET

Infrastructure & Real Assets

Discussions at the Infrastructure Investor Global Summit in Berlin indicated that the infrastructure asset class is showing healthier fundamentals compared to private equity, even as the sector grapples with strategic drift and geopolitical concerns. Within digital infrastructure, opinion is split on the data centre buildout boom, with the Abu Dhabi Investment Authority bullish on AI-driven expansion, contrasting with a more cautious stance from US-based Aksia. Separately, Brookfield’s $6.5bn take-private of Boralex signals continued large-scale consolidation in energy transition assets.

Real Estate Investment

European real estate managers are seeing significant capital deployment, with ICG closing its second Metropolitan opportunity fund at €1.4 billion, over five times the size of its predecessor, targeting triple-net lease industrial and logistics assets across Western Europe. Meanwhile, Asian investors are positioning for future deployment; Japan’s Norinchukin Bank intends to allocate up to $200 million to overseas real estate in 2026, preferring value-add diversified funds as it seeks higher returns beyond domestic fixed income.