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Last updated: April 16, 2026, 11:30 PM ET

Real Estate Capital Formation

The private real estate fundraising environment is shifting away from giants, with the notable absence of major players like Blackstone and Brookfield creating space for smaller managers to secure capital more rapidly. This dynamic is allowing newer entities and mid-sized firms to achieve shorter fundraising timelines. Concurrently, established managers are adjusting strategy; CBRE Investment Management is targeting renewed growth in European value-add strategies by appointing a dedicated head, Paul White, for its Europe Value Partners series, which has seen no new fund launched since 2018 CBRE IM creates role.

Infrastructure & Geopolitical Risk

Infrastructure investors face a complex backdrop where enthusiasm for AI-driven buildouts clashes with underestimated geopolitical threats. Sadek Wahba, founder of I Squared, expressed caution regarding the AI infrastructure boom, arguing that markets are currently sleepwalking on Iran war risks. His commentary suggests that while infrastructure investment shows underlying resilience, the perceived security premium attached to underwriting global assets may be insufficient given escalating regional tensions investors are sleepwalking.