Sector Investment 24 Hours

Last updated: April 2, 2026, 8:30 AM ET

Private Markets & Real Assets Fundraising

Real estate fundraising presents a bifurcated global picture, demonstrated by North American strategies capturing a mere five-year low percentage of global capital raised last year, while European counterparts also struggled to meet targets; this mixed regional performance contrasts with significant closed-end vehicle activity from major managers Ares Management, which finalized its largest-ever U.S. value-add fund (US alongside a substantial European counterpart. Separately, the narrowing yield premium in niche property sectors suggests that the historical compensation for information asymmetry is diminishing as capital aggressively targets these specialized real estate segments Altus Group. Meanwhile, large public pension funds, such as the $130 billion VRS plan, are planning to incrementally increase their exposure to real assets because the asset class is currently outperforming benchmarks despite broader economic headwinds.

Infrastructure & Geopolitical Shifts

Discussions at the Global Summit revealed that the infrastructure secondaries market faces significant capacity constraints, with current dry powder insufficient to cover even one year of potential transaction volume lacking capital overhang. This capital scarcity exists even as global events are rapidly reshaping investment priorities; the ongoing conflict in the Middle East is fundamentally shifting the energy transition mandate toward a more immediate focus on energy security, a theme that industry observers suggest may soon necessitate renaming existing private infrastructure funds.