Sector Investment 3 Days

Last updated: March 26, 2026, 11:30 PM ET

Infrastructure & Capital Raising

Global infrastructure investors embraced volatility as the new normal while acknowledging the profound impact of the ‘industrialisation of AI’ on sector strategy, as highlighted across recent industry summits Global Summit Day 3. Fundraising remains strong, with KKR nearing a first close of approximately $5 billion for its third Asia-Pacific infrastructure fund, positioning it to eclipse the $6.4 billion raised for its predecessor and set a new regional record. Concurrently, managers like IFM Investors signaled plans to increase exposure to growth sectors, aiming to complement existing core holdings through value-add strategies, reflecting a broader trend of seeking higher returns across the asset class.

The sector is also debating structural funding solutions, as Australian investors are once again promoting US asset recycling as a viable mechanism to bridge the domestic infrastructure funding gap, though skepticism remains regarding its execution this time around. Meanwhile, the focus on essential services continues, exemplified by the growing consensus that infra debt will endure as a stable financing component, even as data centers drive significant international expansion in physical assets.

Real Estate & Sustainability Focus

The institutional real estate space is seeing distinct strategic realignments, evidenced by CalPERS shifting capital toward non-core strategies over the last two years in pursuit of higher returns, while industrial specialists like NorthPoint Development closed its largest fund yet anticipating a “generational buying opportunity” from forced sellers. The appetite for assets tied to technological shifts is clear, with Apollo striking a $1 billion deal to acquire a 49 percent stake in a joint venture with Realty Income, which is anchored by a portfolio of single-tenant retail properties on long-term net leases.

Simultaneously, institutional capital is proving that sustainability remains a central deployment theme, as demonstrated by LaSalle successfully raising $370 million for its inaugural global ‘brown-to-green’ real estate fund, confirming the market's readiness to back decarbonization mandates. This commitment to green mandates contrasts with the broader sector discussions that also confirmed the resurgence of nuclear power and battery technology moving toward mainstream infrastructure consideration Global Summit Day 1.