Sector Investment 24 Hours

Last updated: June 23, 2026, 5:30 AM ET

Real Estate & Infrastructure

South Korean investment bank KB Securities is signaling an openness to new partnerships with global institutional investors, exploring various cooperative structures. This comes as the broader real estate sector grapples with significant shifts, exemplified by Canada's Public Sector Pension Investment Board (PSP), which reported a $1.5 billion loss in its real estate portfolio during fiscal 2026. The pension fund attributed the portfolio's -7.3% return primarily to residential oversupply and domestic immigration policies, prompting a strategic pivot toward infrastructure assets.

The European Bank for Reconstruction and Development (EBRD) is identifying infrastructure as the next key area for nature-based finance, suggesting a growing trend of ESG considerations entering traditional capital-intensive sectors. This aligns with the ongoing infrastructure deal-making activity, including I Squared Capital's expansion of its Asia-Pacific platform, the appointment of a new head for infrastructure debt at Ares, and Stonepeak's reported exit from a significant pipeline project.