Sector Investment 24 Hours

Last updated: June 22, 2026, 11:30 PM ET

Infrastructure & Real Estate

Infrastructure finance is emerging as a key area of focus for the European Bank for Reconstruction and Development, signaling a potential shift in how nature-based solutions are funded. This comes as pension fund PSP reported a $1.5 billion loss in its real estate portfolio, citing residential oversupply and immigration policy shifts that led to a -7.3% return in fiscal 2026, prompting a strategic pivot toward infrastructure assets. Meanwhile, the pipeline for infrastructure deals remains active, with I Squared Capital building out its Asia-Pacific platform and Stonepeak eyeing an exit from a significant pipeline project.

The current energy cost volatility, exacerbated by geopolitical tensions, is drawing renewed attention to renewable energy within the real estate sector. Managers are evaluating how on-site renewable generation can serve as a hedge against fluctuating energy prices and supply chain disruptions, particularly for large-scale properties.