Sector Investment 24 Hours

Last updated: July 1, 2026, 5:30 AM ET

Infrastructure & Renewables

Investors are channeling significant capital into the energy transition and renewables sector, with Copenhagen Infrastructure Partners seeking €16bn for its latest renewables flagship fund. This follows their previous fund's successful close above its €12bn target. Reinova is also making strides, aiming for a first close of $500m for its debut energy transition infrastructure fund, having raised nearly two-thirds of its target in less than a year. In Latin America, Altérra has made its first direct investment in the region, committing to a co-investment of $600m alongside I Squared in Peruvian power assets. These moves signal a strong appetite for infrastructure assets supporting the global push towards decarbonization, with the largest infrastructure general partners anticipating a $7 trillion capex supercycle driven by AI demands as per industry projections. The infrastructure sector is also experiencing a robust fundraising comeback, with approximately $1.2 trillion being raised, though questions remain about the distribution of these gains among various players in the market.

Real Estate Capital Markets

The real estate sector is increasingly leveraging secondaries and recapitalizations to navigate market challenges and unlock liquidity. Investors are using real estate secondaries as a permanent channel for capital flow as managers seek to exit positions without relinquishing desired assets. This sophisticated capital formation tool allows investors to unlock liquidity, retain high-conviction assets, and reposition platforms for future growth as described by experts. Recapitalizations are also emerging as a critical strategy for bridging Europe's funding gap, combining capital discipline with operating expertise to foster platform institutionalization and growth according to Schroders Capital. This approach is a response to mounting refinancing pressures and elusive exits, with private real estate managers turning to recapitalizations to extend hold periods and unlock liquidity in a challenging market as noted by PERE. Rising confidence is fueling secondaries dealflow, with a growing cohort of institutional investors seeking exposure to in-demand asset classes through this avenue reports PERE.

Real Estate Asset Management & Retail

Within real estate, a resurgence in essential retail formats is attracting significant capital, with specialty open-air retail centers showing particular momentum according to Northwood Investors. Retail parks and convenience retail formats are offering resilient income streams that can grow with disciplined execution as highlighted by Redevco. This positive outlook on everyday essential retail is drawing capital back into the sector in a significant way according to Newport Capital Partners. On the operational front, Matter Real Estate has appointed an ex-Ares executive to lead its European expansion, signaling an intent to scale its platform across the continent as reported by PERE. Meanwhile, Mississippi Public Employees' Retirement System is seeing an early recovery from its core managers' rebalancing efforts, though approaches to recalibrating office exposures varied among firms according to PERE. In a significant transaction, Bridgepoint Group is set to acquire Kayne Anderson's real estate arm for $1.4 billion, a move CEO Al Rabil attributes to investors' changing allocation habits driving a need to scale as detailed by PERE. This manager-on-manager acquisition highlights the consolidation trend within the real estate fundraising space PERE reported.