Sector Investment 3 Days

Last updated: April 20, 2026, 5:30 PM ET

Real Estate & Private Equity Fundraising

Fundraising activity across private markets shows mixed signals, with preliminary Q1 2026 data suggesting volumes are falling even as managers report spending less time on the road seeking capital commitments. In logistics, MARK held a first close for its third Crossbay fund, securing initial commitments from investors including CBRE IM's Indirect business as the London-based manager pursues its largest-ever capital raise. This focus on core sectors continues despite external pressures, as real estate managers grapple with the potential for elevated debt costs due to shifting base rate projections amid persistent geopolitical tensions.

Infrastructure Investment Trends

Institutional capital remains locked on infrastructure, evidenced by several recent capital formation milestones and strategic allocation shifts. Colonial First State committed A$370 million to Morrison’s Value Add Infrastructure Strategy II, prioritizing a co-investment sleeve—a structure increasingly favored by large superannuation funds. Meanwhile, the sector saw significant activity in specific strategies, with Vesper achieving a final close and Fengate reaching a $1 billion first close for its fifth infrastructure fund, putting the Toronto manager two-thirds toward its $1.5 billion target within six months of launch. Furthermore, I Squared secured a $650 million deal for a gas storage project, demonstrating continued appetite for essential energy assets.