Sector Investment 3 Days

Last updated: March 27, 2026, 2:30 PM ET

Infrastructure Sector Strategy & Leadership

Ardian appointed Juan Angoitia as the new head of infrastructure, while Mathias Burghardt transitions to chair the newly formed infra management committee while retaining his role as EVP and CEO of Ardian France. Discussions across infrastructure summits revealed evolving sector priorities, including the emerging "industrialisation of AI" and the resurgence of nuclear power, alongside the mainstreaming of battery storage solutions as noted on Day 1. Furthermore, the enduring strength of infrastructure debt and the growing importance of secondaries markets were key takeaways from the second day of the summit, emphasizing how investors are accepting volatility as the new normal.

Real Estate Capital Shifts & Sustainability

Global real estate managers are actively re-evaluating investment timelines based on central bank guidance, anticipating potential strain on global capital markets due to the anticipated interest rate trajectory as discussed on the PERE Podcast. Amidst this uncertainty, CalPERS has deployed more capital into non-core real estate strategies over the last two years, positioning the pension fund for potentially higher returns. Demonstrating a commitment to the green transition, LaSalle successfully raised $370 million for its inaugural global 'brown-to-green' fund, indicating that opportunities for decarbonization strategies remain ample. Concurrently, NorthPoint Development closed its seventh fund, the largest to date, reflecting an industrial specialist's belief in a "generational buying opportunity" stemming from forced sellers.

Infrastructure Funding & Global Outlook

The persistent need for infrastructure funding in the U.S. is again prompting discussion regarding asset recycling, with Australian investors once more promoting the mechanism as a viable solution to bridge the domestic financing gap though its efficacy remains uncertain. This quest for capital deployment occurs alongside broader structural shifts within the sector, where the international expansion of data centers is accelerating as investors seek stable assets. Meanwhile, the concept of strategy evolution versus drift was debated, tying into the broader theme of how infrastructure is expanding its universe beyond traditional core assets.