Sector Investment 24 Hours

Last updated: July 14, 2026, 11:30 PM ET

Real Estate Sees Shifting Strategies Amidst Capital Concerns

La Caisse is doubling down on US real estate, committing $3.3bn to the sector since the start of 2025 as it seeks higher returns by recycling its portfolio. This aggressive stance by the Quebec pension fund contrasts with broader trends in the sector, where are still struggling to return capital to investors. Funds from the 2019-2023 period have distributed 50% or less of their capital, a stark difference from the 2016-2018 vintages which successfully returned capital in full. Meanwhile, PIMCO highlights the evolving landscape for real estate, emphasizing the need for properties to adapt to the demands of the age of AI and host "the tenants of the future."

Infrastructure Fundraising Faces Headwinds Despite Strategic Partnerships

CalSTRS and Nuveen have forged a $2bn strategic partnership, focusing on sustainable opportunities within Nuveen's energy platform, including its Energy & Power Infrastructure Credit Fund II. This significant allocation signals continued investor interest in specific infrastructure niches. However, the broader infrastructure fundraising environment remains challenging. The $40.8bn raised in the first half of 2026 marks a new low, significantly trailing the $71.6bn secured in the first half of 2024. In a move related to the sector's advisory landscape has appointed new global co-heads for infrastructure, coinciding with the pending $575m merger between Lazard and Campbell Lutyens.