Sector Investment 24 Hours

Last updated: July 3, 2026, 5:30 AM ET

Infrastructure & Real Estate Fundraising

Infrastructure fundraising remains a strong focus for institutional investors, with Conifer Infrastructure’s first fund closing at its $900 million hard-cap. Similarly, Seraya Partners Fund II has reached the halfway mark for its $1.5 billion target, aiming for final close by the end of 2026. The European Bank for Reconstruction and Development is also exploring infrastructure as a new avenue for nature-focused finance, signaling a broader trend in sustainable investment. Meanwhile, Copenhagen Infrastructure Partners is seeking €16 billion for its latest renewables fund, following a successful March 2025 close for its predecessor vehicle.

Real estate fundraising also saw significant activity, with Starwood Capital successfully closing its thirteenth flagship fund at $10.2 billion, exceeding its $10 billion goal. This comes despite a challenging market environment for real estate since 2023. In a move to expand its Asian footprint, Centuria secured backing from a Japanese investor for a single-asset Sydney office fund, raising approximately A$268 million for a 50% stake in World Square precinct properties. However, the complexities of mergers in the sector are highlighted, suggesting that continued performance after a merger is not guaranteed for private real estate managers.

Sector Investment Strategies

Within infrastructure, Allianz Global Investors is increasing its focus on the secondaries market, suggesting a strategic shift in how investors access infrastructure assets. Samsung Asset Management is also looking to boost its infrastructure exposure, particularly favoring energy-related opportunities and expanding its risk appetite. The pipeline for infrastructure deals remains active, with I Squared Capital managing its APAC platform, Ares appointing a new head for its infra debt division, and Stonepeak considering pipeline exits.