Sector Investment 24 Hours

Last updated: July 6, 2026, 5:31 AM ET

Real Estate Investment

Investors are prioritizing real estate with an operational focus, signaling a shift toward sectors requiring active management rather than passive ownership, according to Lazard's advisory group. This trend is particularly evident in the retail property sector, where a sharp slowdown in construction is creating a supply-demand imbalance. Consequently, capital is returning to convenience-oriented retail formats, driven by necessity-led demand and limited new supply. Global retail mergers and acquisitions have also gathered momentum in the past three months, with investors targeting dominant malls and open-air centers, a move that supports the revival of necessity-based retail assets. While values remain below their peak, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook, prompting a focus on operational efficiency in retail real estate.

Infrastructure Debt

The infrastructure debt market is experiencing significant fundraising activity, as evidenced by the latest ranking of top fundraisers in the sector Infrastructure Investor's Debt 30. These investors are actively seeking opportunities to deploy capital into long-term, stable assets. The focus on operational real estate, driven by a demand for active management, also indirectly benefits infrastructure investors by creating a more dynamic and potentially higher-yielding investment environment across various asset classes.