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Sector Investment 24 Hours

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Last updated: June 29, 2026, 5:30 PM ET

Infrastructure Investment

The infrastructure sector is experiencing a robust fundraising comeback, with an estimated $1.2 trillion in capital available, though questions linger about which general partners will ultimately benefit infographic; who wins. Notably, large infrastructure funds are charting a course for a potential $7 trillion artificial intelligence capital expenditure supercycle, signaling a significant shift in investment focus towards AI-driven infrastructure needs AI capex supercycle. Midstream energy companies are also seeking to capitalize on the data center boom, aiming to secure firm energy supplies and extract maximum value from this growing demand data centre boom. Amidst this activity, I Squared’s SK JV and RWE’s $3.6bn Amprion deal represent significant transactions. Allianz Global Investors is clarifying its expectations from infrastructure GPs, stating that it seeks more than just flagship funds wants infra GPs. The sector is also seeing new entrants, with the Japan Science Technology Agency beginning to invest in infra secondaries, and Tallvine nearing its $1.5 billion target for its debut mid-market fund.

Real Estate Investment

Canadian pension fund BCI has seen its private real estate portfolio decline for a third consecutive year, marking it as the only negatively performing asset class since 2023 and representing 20% of its total holdings. In contrast, Greystar is targeting up to $3 billion for its 12th US flagship fund, having already secured $1.5 billion in six months for its value-add multifamily vehicle. Meanwhile, Invel has closed its second and largest Southern European fund, raising €400 million for an oversubscribed opportunity fund focused on Greek and Italian markets.

Healthcare Investment

The landscape of physician practice acquisitions is undergoing significant evolution, according to Holly Buckley, chair of McGuire Woods’ healthcare department physician practice acquisitions. This shift suggests a dynamic environment for consolidation and investment within the healthcare sector, with private equity firms actively exploring opportunities in physician group M&A.