Sector Investment 24 Hours

Last updated: May 6, 2026, 5:30 AM ET

Real Estate & Infrastructure Capital Raising

TPG prepares for a substantial deployment cycle, currently raising capital across three distinct real estate funds while planning the launch of a fourth vehicle next month, signaling continued private investment appetite despite broader market caution. This activity comes as Ancala launches its €2bn fourth flagship infrastructure fund, successfully exceeding the €1.4bn raised for its predecessor which closed in February 2024 above its initial €1.2bn target. Meanwhile, non-alternative buyers are stepping into the breach to acquire assets as large, publicly traded investment managers pause their acquisition strategies, suggesting a temporary rotation in the real estate M&A market, according to advice from Berkshire Global.

Sector Strategy & Compensation

Blackstone's infrastructure chief, Sean Klimczak, stressed that data centre development must move beyond a mere 'do no harm' approach to address expansion risks, while noting keen interest from the firm in US utilities and European energy opportunities. Separately, the private real estate sector is seeing compensation recovery accelerate, with industry professionals reporting median remuneration gains across nearly all categories in 2025, based on a recent compensation survey from Sousou Partners and PERE.