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

Real Estate Fundraising Shifts

The commercial real estate fundraising world is seeing a notable shift as major players like Blackstone and Brookfield temporarily withdraw, allowing smaller funds and newer managers to capture capital more quickly, often resulting in shorter deal timelines. This opening is being met by established firms seeking fresh mandates; for instance, CBRE Investment Management is reviving its Europe Value Partners series, appointing former Hines executive Paul White to lead efforts after failing to launch a fund in that specific mandate since 2018 launching a new focus.

Infrastructure Caution

Meanwhile, infrastructure investors are advised against complacency regarding geopolitical instability, with one prominent founder voicing deep caution over Middle East tensions, specifically the Iran war risks, which he believes markets are currently underestimating despite the high demand for AI-related infrastructure assets. Sadek Wahba, founder of I Squared Capital, suggested that while AI provides resilience, external shocks could swiftly undermine current valuations in the sector explaining market underpricing.