Sector Investment 3 Days

Last updated: July 6, 2026, 2:30 PM ET

Infrastructure & Debt Funds

Infrastructure debt fundraising among top firms has surpassed $186bn, driven by sticky interest rates and the appeal of monopolistic cashflows, according to the latest Infrastructure Investor Debt 30 ranking. RGreen Capital closed its fourth infrastructure debt fund, while Antin Infrastructure Partners expanded its global reach by opening a new office in Melbourne. In a significant move, KKR agreed to acquire the North American power generation business of Electricité de France (EDF) for $4.2 billion, signaling continued investor appetite for large-scale energy infrastructure assets. The ranking itself, featuring the "biggest and the best," reflects a maturing market where specialized debt strategies are increasingly sought after by institutional investors.

Real Estate Investment Trends

Institutional investors are showing a pronounced preference for operational real estate sectors that demand active management, according to Lazard's private capital advisory group. This focus is particularly evident in the retail property market, which is experiencing a resurgence. A deep slowdown in construction activity has created a supply-demand imbalance, bolstering investment in retail assets. Global retail M&A dealmaking has also gathered momentum in the past three months, with dominant malls and open-air centers being prime targets. Investors are backing convenience-oriented retail formats, driven by necessity-led demand and limited new supply, which is reshaping the investment case for the sector. While values are still below their peak, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook, making necessity-based assets particularly attractive for reviving global retail investment. The UK property market is also under scrutiny, with managers considering how a potential change in government could affect its standing with global investors.