Sector Investment 24 Hours

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

Real Estate Investment Trends

Institutional investors are increasingly prioritizing operational real estate, seeking out sectors that demand active management, according to Lazard's private capital advisory group. This shift coincides with a notable resurgence in retail property investment, driven by a construction slowdown that is creating an imbalance between limited supply and growing demand. Global retail M&A dealmaking has also gathered momentum in the past three months, with investors targeting dominant malls and open-air centers, a trend supported by convenience-oriented retail formats and necessity-led demand. While values remain below their peak, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook, with necessity-based assets reviving global retail despite these pressures necessity-based assets revive.

The potential impact of a new prime minister on the UK's private real estate market and its global investor standing is a key consideration for managers. Simultaneously, the infrastructure sector is witnessing significant deal activity. RGreen closed its fourth debt fund, bolstering its capital for infrastructure investments. Antin Infrastructure Partners has established a new office in Melbourne, Australia, signaling an expansion of its operations in the region. In a substantial transaction, KKR agreed to acquire EDF's North America power business for $4.2 billion. These developments occur as the infrastructure debt market sees credit fundraising for top firms surpass $186 billion, attracting investors with sticky interest rates and monopolistic cashflows, as detailed in the latest rankings of top fundraisers in the infrastructure debt market Infrastructure Investor Debt 30.