Sector Investment 3 Days

Last updated: July 1, 2026, 2:30 PM ET

Infrastructure & Energy Transition

Infrastructure fundraising is experiencing a significant comeback, with managers aiming for a substantial $1.2 trillion, though questions linger about which general partners will truly benefit infra's $1.2trn fundraising. Amidst this, mid-market infrastructure funds are demonstrating superior investor returns compared to their large-cap counterparts, prompting a re-evaluation of market strategies mid-market outperforms. Reinova is poised for a first close of nearly two-thirds of its $500 million target for its debut energy transition infrastructure fund, having launched the strategy approximately ten months ago reinova eyes $500m. In parallel, Copenhagen Infrastructure Partners is seeking €16 billion for its latest renewables flagship, following the €12 billion close of its predecessor fund in March 2025 CIP eyes €16bn.

Altérra has made its first direct investment in Latin America, co-investing with I Squared on a $600 million capital raise for Peruvian power business Inkia Altérra joins I Squared’s. The energy transition continues to be a focus, though European efforts face challenges related to uncoordinated investment and the need for more selective allocation of capital price Europe’s. Furthermore, a $3.6 billion deal for Amprion by RWE is noteworthy, and I Squared is also targeting South Korean renewables through a joint venture pipeline I Squared’s. The evolving energy landscape also sees midstream companies needing to adapt to capture value from the data center boom, as developers demand firm energy supply re-evaluating midstream.

The growing demand for AI infrastructure is driving massive capital expenditure forecasts, with major infrastructure GPs outlining their visions for a $7 trillion supercycle infra’s largest GPs. Allianz Global Investors, meanwhile, is increasing its focus on mid-market infrastructure, signaling a shift in how large investors engage with fund managers beyond solely flagship strategies AllianzGI wants infra. First-time manager Tallvine is nearing its $1.5 billion target for its debut mid-market fund, established by former I Squared Capital professionals Tallvine nears $1.5bn. The Japan Science and Technology Agency is now entering the infrastructure secondaries market, although personnel shortages present a challenge for its direct investment capabilities Japan Science Technology.

Real Estate

The real estate sector is witnessing a surge in activity within its secondaries market, driven by managers seeking liquidity and investors looking to deploy capital into sought-after asset classes rising tide. Secondaries are increasingly being utilized