Sector Investment 24 Hours

Last updated: July 6, 2026, 8:30 AM ET

Infrastructure Debt & Real Assets

The infrastructure debt market is seeing robust fundraising, with the top 30 firms having collectively raised over $186 billion for their latest funds, according to figures from Infrastructure Investor. This surge is attributed to sticky interest rates and the perceived monopolistic cashflows of infrastructure assets, which are proving attractive to investors seeking stable returns. In parallel, institutional investors are increasingly prioritizing real estate sectors that demand active management, with a particular emphasis on operational properties, as noted by Lazard.

Retail Real Estate Revival

Investment in retail property is making a notable comeback, driven by a significant slowdown in new construction that has created an imbalance between limited supply and growing demand. This dynamic has fueled a spike in global retail M&A deals over the past three months, as investors target dominant malls and open-air centers. Convenience-oriented retail formats are particularly drawing capital, with necessity-led demand and restricted new supply reshaping the investment thesis for the sector, even as property values remain below their previous peaks Real Estate Investor.