Sector Investment 24 Hours

Last updated: April 20, 2026, 5:30 PM ET

Real Estate & Infrastructure Fundraising

Fundraising activity across private markets showed mixed signals, with volumes dipping slightly according to preliminary Q1 2026 data, though managers noted that the time spent actively marketing for capital appears to be decreasing. In infrastructure, Fengate Asset Management secured a $1 billion first close for its fifth fund, putting the Toronto-based firm two-thirds of the way toward its $1.5 billion target less than six months after launching. Simultaneously, MARK began marketing its third Crossbay logistics fund, attracting early backing from investors including CBRE IM’s Indirect business as managers push for larger mandates in core sectors.

Investment Strategy & Debt Environment

The persistent geopolitical tensions, particularly surrounding the Iran conflict, are forcing real estate managers to focus intently on financing costs, with expectations for elevated debt expenses driven by shifting base rate projections, even as credit spreads have only widened modestly. Within institutional mandates, Colonial First State is shifting its portfolio approach, committing A$370 million to Morrison’s Value Add Infrastructure Strategy II while emphasizing the inclusion of a co-investment sleeve, a structure increasingly favored by major superannuation funds. Meanwhile, infrastructure deal flow continues, evidenced by I Squared Capital’s recent $650 million financing for a gas storage project, signaling continued appetite for essential energy assets despite market volatility.