Sector Investment 24 Hours

Last updated: June 23, 2026, 8:30 AM ET

Infrastructure & Real Estate Investment

Seraya Partners has reached the halfway point on its second infrastructure fund, targeting $1.5 billion as it aims to capitalize on increasing investor demand for the sector. The European asset manager's strategy appears to be mirroring a broader trend, with the European Bank for Reconstruction and Development eyeing infrastructure as a key area for its evolving nature finance initiatives. Meanwhile, I Squared Capital's Asia-Pacific platform is reportedly building a significant deal pipeline, alongside activity from Stonepeak and a new infrastructure debt head appointment at Ares Management.

Canadian pension giant PSP Investments reported a substantial $1.5 billion loss in its real estate portfolio during fiscal 2026, attributing the -7.3% return to residential oversupply and domestic immigration policy shifts. This downturn in real estate contrasts with the growing interest in infrastructure, a sector PSP is actively increasing its exposure to. The Bank of England is also scrutinizing private markets, with real estate managers who are significant lenders to UK property being included in a major stress-testing exercise. In Asia, KB Securities of South Korea is signalling an openness to new strategic partnerships with global private equity and limited partners, potentially creating new avenues for capital deployment across various asset classes.