Sector Investment 24 Hours

Last updated: April 3, 2026, 2:30 AM ET

Real Estate & Private Markets Capital Formation

Digital Realty’s $3.25bn debut fund is signaling a structural shift, adding to a growing cohort of listed specialists making substantial inroads into private real estate capital markets, even as traditional managers continue to secure large mandates. Specifically, Ares closed its latest US and European value-add funds, with the US vehicle representing the firm’s largest-ever closed-end real estate capital haul. This private market activity contrasts with the public sector, where VRS’s real assets director plans to gradually expand exposure to the asset class, noting that real estate is currently outperforming established benchmarks despite macroeconomic headwinds. Furthermore, the retail sector saw targeted investment, with the sale of Singapore’s Holland Piazza fueling fresh capital into the neighborhood’s retail and cultural revitalization efforts.

Infrastructure & Energy Security

Investment themes within infrastructure are rapidly being reshaped by geopolitical instability, with the Iran conflict turning the energy transition into a core energy security narrative that may soon influence fund naming conventions. Despite this strategic focus, the secondary market for infrastructure assets faces liquidity challenges; attendees at the Global Summit heard that infra secondaries dry powder is insufficient to cover even one year of potential transaction volume, suggesting capital constraints persist even amid strong pricing sentiment for existing assets.