Sector Investment 3 Days

Last updated: March 30, 2026, 11:30 AM ET

Infrastructure & Private Equity Sentiment

The recent Global Summit wrapped up in Berlin, revealing a divergence in investor sentiment where infrastructure assets appear in healthier shape compared to the broader private equity sector, which is grappling with strategic drift and geopolitical pressures as discussed by PEI editors. A tangible example of infrastructure commitment came as Brookfield confirmed its $6.5 billion take-private deal for Boralex, signaling continued appetite for long-duration, essential assets despite market uncertainty. This focus contrasts with PE challenges, yet infrastructure itself faces internal debates regarding technology buildout, demonstrated by the Abu Dhabi Investment Authority’s bullish stance on AI infrastructure versus the more cautious view held by US-based Aksia regarding data center expansion.

European Real Estate & Credit

In the real estate sphere, Intermediate Capital Group successfully closed its second Metropolitan opportunity fund, raising €1.4 billion—a vehicle five times larger than its predecessor—earmarked for European triple-net lease industrial and logistics properties. This capital deployment occurs as market veterans suggest Europe is entering a new cycle, presenting a ‘golden period’ for real estate credit. Experts from LaSalle and Nuveen Real Estate emphasized seizing this current moment, likely driven by repricing and the need for specialized capital to fund logistics expansion and repositioning efforts across Western Europe as detailed on The PERE Podcast.