Sector Investment 3 Days

Last updated: March 30, 2026, 5:30 PM ET

Infrastructure & Private Equity Dynamics

The recent infrastructure sector health was a dominant theme emerging from the 2026 Global Summit in Berlin, where discussions suggested that infrastructure assets are currently viewed as more stable than traditional private equity holdings, according to analysis from PEI Group editors addressing summit takeaways. Amid this backdrop, Brookfield announced a $6.5 billion take-private offer for Boralex, signaling major capital deployment appetite. Furthermore, investment stances on AI infrastructure are diverging, with the Abu Dhabi Investment Authority expressing bullishness on data centre buildouts, contrasting with a more cautious approach adopted by US-based Aksia.

European Real Estate Credit & Logistics

Capital deployment in European real estate is accelerating, evidenced by ICG successfully closing its second Metropolitan opportunity fund, securing €1.4 billion—a vehicle over five times the size of its predecessor—earmarked for triple-net lease industrial and logistics assets across Western Europe. This strong fundraising coincides with market sentiment suggesting a "golden period" is beginning for European real estate credit, as noted by experts from LaSalle and Nuveen Real Estate pinpointing market opportunities entering a new cycle.