Sector Investment 3 Days

Last updated: June 23, 2026, 8:30 AM ET

Infrastructure & Real Estate Investment

Seraya Partners is seeking €1.5 billion for its second infrastructure fund, marking a significant capital raise in the sector. This move comes as the European Bank for Reconstruction and Development signals infrastructure as a key area for future nature-focused finance initiatives. Meanwhile, I Squared Capital is reportedly building a substantial pipeline of new investments through its Asia-Pacific platform, alongside Ares Management appointing a new head for its infrastructure debt division and Stonepeak divesting assets from its pipeline.

PSP Investments reported a $1.5 billion loss in its real estate portfolio, attributing a -7.3% fiscal 2026 return to residential oversupply and domestic immigration policies, prompting a strategic shift towards infrastructure investments. This downturn in real estate, particularly in the UK, has prompted the Bank of England to conduct a major stress-testing exercise on non-bank lenders, with firms aiding the central bank in assessing market resilience. Managers are also reconsidering their approach to renewable energy as a hedge against volatile energy costs and supply chain disruptions, exacerbated by recent geopolitical events.

KB Securities has expressed openness to new partnerships with global institutional investors, both general partners and limited partners, through various collaborative structures. This indicates a growing desire for international capital in South Korean markets, potentially benefiting from the broader trend of institutional capital seeking diversification across asset classes.