Sector Investment 24 Hours

Last updated: April 14, 2026, 2:30 AM ET

Real Estate & Infrastructure

Climate risk modeling for commercial real estate faces scrutiny as extreme weather events disrupt valuation assumptions by failing to account for lost income streams, a failure noted by Keyah founder Sophie Taysom regarding retail assets. In parallel, major infrastructure players are active, with Blackstone acquiring a minority stake in Rowan Digital Infra while creditors are reportedly taking control of Gigaclear via a debt-for-equity swap. Elsewhere, the Church Commissioners are expanding their timberland strategy as a value-add play, contrasting with a Taiwanese family office, Alpine AM, which intends to scale up its portfolio with $4bn allocated over the next five to eight years, signaling long-term capital commitment.