Sector Investment 3 Days

Last updated: June 23, 2026, 5:30 AM ET

Real Estate & Infrastructure

South Korean investment bank KB Securities is signaling an openness to forging new partnerships with global institutional investors, including private equity firms and limited partners. This comes as the pension fund PSP reported a $1.5 billion loss in its real estate portfolio for fiscal year 2026, citing residential oversupply and immigration policy shifts as key contributors to a -7.3% return. Amidst these shifts, the European Bank for Reconstruction and Development is identifying infrastructure as the next significant area for nature-based finance, signaling a potential pivot in investment strategies within the sector. Meanwhile, energy costs are bringing renewables into sharper focus for real estate managers, who are increasingly considering renewable energy solutions to mitigate risks exposed by volatile energy pricing and global supply chain fragilities, particularly in light of recent geopolitical events.

Within the infrastructure space, I Squared Capital's Asia-Pacific platform is actively managing its development pipeline, while Ares has appointed a new head for its infrastructure debt division. Stonepeak's pipeline activities have also been a subject of note, indicating continued deal-making and strategic asset management across the infrastructure sector.