Sector Investment 3 Days

Last updated: March 30, 2026, 8:30 AM ET

Infrastructure & Private Equity Trends

The recent Global Summit concluded with market sentiment suggesting infrastructure assets are in a healthier position than the broader private equity sector, even as the latter grapples with strategy drift and geopolitical headwinds. A substantial transaction emerging from the discussions involved Brookfield’s $6.5bn take-private of Canadian renewable power producer Boralex. Meanwhile, institutional appetite for specialized real assets remains strong, evidenced by ICG finalizing a €1.4bn vehicle for its second Metropolitan opportunity fund, earmarked for triple-net lease industrial properties across Western Europe.

Real Estate & Digital Infrastructure Divergence

Discussions at the Berlin summit revealed a split among major capital allocators regarding digital infrastructure growth, specifically data centers. The Abu Dhabi Investment Authority showed conviction in backing AI-related infrastructure buildouts, contrasting with a more cautious stance adopted by U.S.-based Aksia. This divergence comes as market participants like LaSalle and Nuveen Real Estate perceive European real estate credit as entering a 'golden period' seizing the current moment to deploy capital across the cyclical shift in property financing.