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Sector Investment 3 Days

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2 articles summarized · Last updated: LATEST

Last updated: May 5, 2026, 2:30 AM ET

Infrastructure & Digital Assets

Firms securing capital for long-duration assets are showing strong traction in fundraising, with SDC raising $1.5bn for its fifth digital infrastructure fund. Simultaneously, Infranity is nearing its €3bn target for its latest vehicle, while Stonepeak anchored a $6bn US utility deal, signaling continued private capital deployment into essential services despite broader market headwinds.

Real Estate & Private Equity

Investor scrutiny is intensifying across private real estate portfolios, particularly those originated during the pandemic, as defaults rise. Limited partners are now demanding deeper post-mortems to determine if underperformance stems from flawed market timing or inadequate asset management by general partners.