Sector Investment 3 Days

Last updated: March 25, 2026, 2:30 PM ET

Infrastructure Fundraising & Strategy

The infrastructure sector is signaling a strategic shift toward value-added assets and greater operational control, even as global volatility persists Accepting volatility as the new normal. KKR is positioning itself to set a new regional fundraising record, nearing a first close of approximately $5 billion for its third Asia-Pacific infrastructure fund, aiming to surpass the $6.4 billion raised for its predecessor. Complementing this growth focus, IFM Investors announced plans to increase exposure to growth sectors, viewing value-add plays as a necessary supplement to existing core holdings. Furthermore, in a move to secure execution in tight labor markets, Quinbrook is establishing an in-house construction team in Australia to manage its pipeline of battery storage projects.

Data Centres & Energy Transition

Discussions across the recent Global Summit confirmed the continued international expansion of data centres, though the North American market is experiencing a slowdown, with US growth slowing 50 percent The Pipeline: Global Summit is back. This deceleration contrasts with sustained interest in energy transition assets, where the nuclear resurgence and the maturation of battery technology are drawing significant investment focus Global Summit Day 1 – here’s what we learned. Separately, the sector saw large-scale energy deals, with LS Power securing a $5 billion gas regulatory incentive package. Meanwhile, firms like Igneo Infrastructure Partners are emphasizing valuation discipline, with Niall Mills noting the importance of quarterly valuations to avoid client friction over markdowns following their first Euro fund exit.

Real Estate Capital Deployment

In real estate, private equity deployment remains active, particularly within logistics and net lease strategies. Apollo is executing a major play by acquiring a 49 percent interest in a joint venture with Realty Income for $1 billion, focusing on a portfolio underpinned by long-term net leases for single-tenant retail properties. Concurrently, specialized industrial managers are closing large vehicles to capitalize on perceived market distress; NorthPoint Development successfully closed its seventh fund, its largest ever, positioning itself to take advantage of what it calls a ‘generational buying opportunity’ presented by forced sellers. In Europe, Hines continued its mid-box strategy by acquiring another UK logistics portfolio, bringing its total ownership of these assets in the UK to eight through its core-plus HEPP fund.

Fixed Income & Sector Outlook

The broader infrastructure financing environment suggests enduring appetite for specialized debt, with infrastructure debt expected to remain strong Global Summit Day 2 – here’s what we learned. Investors are also increasingly looking toward secondary markets for deployment opportunities the rise of secondaries as a method to navigate the current environment. Despite global concerns, Europe is being viewed by some investors as a relatively safer jurisdiction for capital deployment Europe’s safer status. These capital flows are occurring against a backdrop where major managers are seeing significant success; CBRE Investment Management has reached a milestone in its Japan fundraise efforts, targeting logistics assets.