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9 articles summarized · Last updated: LATEST

Last updated: July 6, 2026, 5:30 PM ET

Real Estate Investment

Global retail property investment is experiencing a resurgence, driven by a significant slowdown in construction activity that has created an imbalance between limited supply and rising demand retail property investment. This trend is further supported by investors backing convenience-oriented retail formats, as necessity-led demand reshapes the sector's investment case and capital returns investors back convenience-oriented retail. Global retail mergers and acquisitions have also gathered momentum in the past three months, with investors targeting dominant malls and open-air centers in a market upswing global retail M&A dealmaking. While values for necessity-based assets remain below their peak, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook necessity-based assets revive global.

Institutional investors are increasingly prioritizing operational real estate, favoring sectors that demand active management, according to Lazard. This shift indicates a growing premium placed on assets where hands-on management can drive value, a departure from passive investment strategies. Meanwhile, the UK private real estate market is contemplating the potential impact of a new prime minister on the country's property sector and its global investor standing UK private real estate.

Infrastructure Investment

The infrastructure debt market is seeing substantial fundraising activity, with top firms raising over $186 billion, a figure that continues to climb as sticky interest rates and consistent cashflows attract investors infrastructure investor debt 30. This robust performance is reflected in rankings of the top fundraisers in the sector infrastructure investor debt 30. In a significant development, KKR has closed a $4.2 billion deal to acquire EDF's North American power business, signaling continued large-scale investment in the sector. Additionally, RGreen has successfully closed its fourth infrastructure debt fund, further bolstering capital available for projects. Antin Infrastructure Partners has also expanded its global reach by opening a new office in Melbourne, Australia, to capitalize on opportunities in the region.