Sector Investment 24 Hours

Last updated: July 6, 2026, 11:30 AM ET

Infrastructure Debt & Real Estate Investment

The infrastructure debt market is seeing robust fundraising, with the top firms collectively raising over $186 billion for their 2026 funds topping $186bn. This surge is fueled by sticky interest rates and the appeal of monopolistic cashflows in infrastructure assets, attracting significant investor capital as detailed in the latest rankings of top fundraisers Infrastructure Investor Debt 30. Concurrently, institutional investors are increasingly prioritizing sectors demanding active management, with a particular premium being placed on operational real estate premium operational real estate.

This renewed focus on operational real estate is driving a significant upswing in retail property investment, which is now back on the rise after a period of slowdown retail property investment back. A deep reduction in construction activity has created an imbalance between limited supply and burgeoning demand, leading to a spike in global retail M&A dealmaking over the past three months global retail M&A gathers momentum. Investors are actively targeting dominant malls and open-air centers, as capital returns to the sector, backing convenience-oriented retail formats investors back convenience-oriented formats. This revival in global retail is largely driven by necessity-based assets, with values still below their peak but margins beginning to compress again as consumers navigate economic shocks and a darkening e-commerce outlook necessity-based assets revive retail.