Sector Investment 3 Days

Last updated: April 13, 2026, 11:30 AM ET

Infrastructure & Private Equity Deals

The infrastructure sector saw significant movements in private capital, with creditors assuming control of Gigaclear following financial distress, while Blackstone acquired a minority stake in Rowan Digital Infra as private equity targets specialized digital assets. Industry sentiment suggests that proactive asset management is now paramount for maximizing returns across infrastructure portfolios, a theme echoed by the impending departure of APG infra head Jan-Willem Ruisbroek on July 1 after two decades managing the Dutch pension manager’s substantial assets.

Real Estate Investment Mandates

Investor intentions reveal a divergence in real estate strategy, as the Taunton Retirement Board issued an RFP seeking managers for open-end core and core-plus strategies, indicating steady demand for core assets. Conversely, the Alpine AM family office from Taiwan is planning a substantial long-term deployment, intending to allocate up to $4 billion over the next five to eight years, beginning its scaling efforts in 2026. Furthermore, climate modeling is becoming a critical input, with experts noting that current heatwave risk assessments often overlook the crucial impact on retail income streams rather than just physical building resilience.