Sector Investment 24 Hours

Last updated: April 7, 2026, 11:30 AM ET

Infrastructure & Real Assets Fundraising

The infrastructure fundraising sphere remains active, with Nuveen approaching its $2.5 billion target as its EPIC II vehicle nears a second close just shy of $2 billion, signaling continued institutional appetite for core assets. Concurrently, asset managers are reshaping strategies amidst shifting returns, evidenced by Carmel Partners securing $1.35 billion for its ninth US multifamily fund while pivoting toward upgrading existing operating properties rather than ground-up development. Adding to the sector's activity, Ninety One is targeting up to $1 billion for a new global emerging markets infrastructure debt strategy, aiming to scale its transition debt efforts to $5 billion overall.

Sector Strategy & Market Dynamics

In specialized infrastructure segments, the European fiber market is facing a bifurcated reality, with certain regions flourishing under favorable regulation contrasting sharply with others enduring a "cleansing" phase due to overbuild and excessive leverage. Meanwhile, internal leadership changes are occurring, as Foresight appointed a new head of real assets to manage its portfolio, even as competitors like InfraVia executed a major power sector expansion, doubling down on energy infrastructure investments.