Sector Investment 3 Days

Last updated: April 7, 2026, 11:30 AM ET

Infrastructure & Real Assets Fundraising

The infrastructure fundraising sector shows continued momentum, with Nuveen approaching $2 billion toward its $2.5 billion target for its EPIC II fund, even as managers adjust strategy amid shifting return profiles. Separately, Carmel Partners secured $1.35 billion for its ninth U.S. multifamily vehicle, pivoting away from ground-up development toward acquiring and upgrading existing operating assets. This capital deployment focus contrasts with European telecom infrastructure, where some fibre markets face a regulatory ‘cleansing’ due to overbuild and overleverage, while others thrive.

Specialized Debt & Power Deals

Managers are also looking to deploy capital into emerging market debt and specialized power assets. Ninety One is eyeing a $1 billion launch for a global emerging market infrastructure debt strategy, building on prior success with its Asia and Africa funds. Meanwhile, established infrastructure players are making tactical power plays; for instance, InfraVia is doubling down on power investments, demonstrating appetite for hard-asset energy transition plays, while Foresight appointed a new real assets head to manage its growing mandate.