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Sector Investment 3 Days

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Last updated: May 4, 2026, 11:30 PM ET

Infrastructure & Digital Assets

The infrastructure fundraising market showed continued momentum, with SDC raising $1.5bn for its fifth digital infrastructure fund, while Infranity moved closer to its €3bn target. Furthermore, private equity giant Stonepeak took the lead role in a substantial $6bn utility sector acquisition in the US, demonstrating sustained institutional appetite for core assets despite broader capital market volatility.

Real Estate Headwinds

In private real estate, investors are searching for answers following underperformance across numerous post-covid deals, prompting scrutiny over whether weak returns stem from poor market timing or execution failures by fund managers. This review comes as capital deployment slows in the sector, contrasting sharply with the aggressive capital raising observed in infrastructure.