Sector Investment 24 Hours

Last updated: April 16, 2026, 8:30 AM ET

Real Estate & Infrastructure Capital Flows

[Real estate managers] restructure strategies as CBRE IM re-establishes a dedicated team to target European value-add opportunities, a mandate dormant since 2018, signaling a potential shift in risk appetite within core property sectors CBRE IM creates role to target growth in European value-add. This adjustment in real estate focus comes as the broader infrastructure fundraising environment experienced a notable slowdown in the first quarter, with unlisted, closed-end structures raising only $26.4 billion, marking the second-lowest Q1 total in six years Fundraising in Q1 returns to earth. Meanwhile, infrastructure investors face geopolitical headwinds; I Squared founder Sadek Wahba warned that markets are currently underestimating war risks stemming from the Iran conflict, tempering enthusiasm even amid the massive capital requirements of the AI infrastructure boom ‘Investors are sleepwalking’ on Iran war risks. Furthermore, Infrastructure Investor looks to deepen its analytical coverage through the acquisition of Scientific Infra & Private Assets, aiming to provide more granular quantitative insights for an asset class grappling with elevated political risk premiums SIPA’s quantitative research will deepen our insights.