Sector Investment 24 Hours

Last updated: April 21, 2026, 11:30 AM ET

Global Real Estate & Infrastructure Capital Raising

The world's largest real estate investment trust, Prologis successfully raised over $2.6 billion of third-party equity during the first quarter of 2026, citing growing deployment volumes as its primary driver following a "fantastic quarter" for investing capital. In parallel, Brookfield Asset Management is targeting a first close of approximately $20 billion for its sixth flagship infrastructure fund in the third quarter, aiming for a total fund size of $30 billion. The momentum in capital allocation is also seen in pension fund mandates, where Japan’s GPIF tapped Hong Kong manager Phoenix for its domestic real estate push, marking the first time the world's largest pension fund has allocated capital to an Asia-based real estate manager.

Value-Add Strategies and Co-Investments

Investment managers are refining strategies to capture value amidst structural shifts, with Arrow Global scrutinizing opportunities in Southern European hospitality assets, where increasing tourism volumes are boosting demand for value-add resort and hotel properties. Meanwhile, institutional investors are increasingly prioritizing direct access, exemplified by Colonial First State committing A$370 million to Morrison’s Value Add Infrastructure Strategy II, which explicitly features a co-investment sleeve that many Australian superannuation funds are emphasizing in their mandates.