Sector Investment 24 Hours

Last updated: July 6, 2026, 2:30 PM ET

Real Estate Investment

Investment in UK private real estate faces scrutiny as the political landscape potentially shifts under a new prime minister, prompting managers to assess the market's global standing post-Starmer. Institutional investors are increasingly prioritizing operational real estate, focusing on sectors that demand active management and offering premium returns according to Lazard. This trend is mirrored in the retail property sector, which is experiencing a resurgence driven by a construction slowdown creating supply-demand imbalances construction activity slowdown. Global retail M&A dealmaking has also gathered momentum in the past three months, with investors targeting dominant malls and open-air centers amidst a spike in transactions dealmaking gathers momentum. Capital is returning to the sector, backing convenience-oriented formats as necessity-led demand and limited new supply reshape the investment case capital returns sector. While values remain below their peaks, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook, reviving necessity-based assets globally assets revive global retail.

Infrastructure Investment

The infrastructure debt market continues to attract significant capital, with the top firms' credit fundraising surpassing $186 billion past $186bn. Sticky interest rates and monopolistic cashflows are proving attractive to investors, as evidenced by the latest ranking of top fundraisers debt fundraisers. In recent deal activity, RGreen closed its fourth infrastructure debt fund, while Antin has established a new office in Melbourne to bolster its Australian presence. KKR has further expanded its footprint by agreeing to acquire EDF’s North America power business in a deal valued at $4.2 billion KKR's $4.2bn EDF deal.