Sector Investment 24 Hours

Last updated: May 6, 2026, 8:30 PM ET

Real Estate & Private Markets

Blue Owl Capital has secured $9bn across four distinct real estate funds, with its net lease strategy proving a central engine for this substantial capital raising activity across the New York-based firm. This capital mobilization occurs as the broader private real estate sector experiences a noticeable shift in transaction dynamics, where non-alternative buyers are stepping in to fill a temporary void left by large, publicly traded investment managers pausing their deal flow, according to advice from Berks' private markets team. Separately, compensation within private real estate is showing upward momentum, with median remuneration seeing gains across most categories for industry professionals in 2025, based on a recent survey by Sousou Partners and PERE.

Infrastructure & Policy

The Department of the Interior's capital redirection is raising political risk concerns after the agency repaid offshore wind lease fees to GIP and CPP Investments, subsequently moving that capital toward new domestic oil and gas projects. Meanwhile, infrastructure leaders are setting higher standards for digital asset development, as Blackstone's infrastructure head asserted that the industry must move beyond a 'do no harm' approach in the rapidly expanding data centre sector. Sean Klimczak also indicated a strong preference for investments in U.S. utilities and highlighted substantial opportunities within the European market for infrastructure deployment.