Sector Investment 3 Days

Last updated: July 14, 2026, 5:30 AM ET

Infrastructure Attracts Major Capital

Digital infrastructure funds are, with Digital Colony Partners hitting a €1 billion first close on its latest European value-add fund. Separately, EQT has inked a substantial $2.6 billion deal for power and data center assets, signaling continued robust activity in the sector. Brookfield's Csquare is also with a $1.35 billion initial public offering, offering a potential exit for its private infrastructure fund from the data center boom.

Real Estate Navigates Shifting Landscape

The real estate sector faces a "fight for relevance" driven by artificial intelligence, according to PIMCO, which emphasizes the need for properties to accommodate future tenants as outlined in their outlook. Amidst these strategic shifts, LACERA's real estate head has departed after a two-year tenure, during which they were tasked with restructuring the California pension plan's property portfolio.

Private Equity Focuses on Growth and Infrastructure

Private equity firms are actively deploying capital across various sectors. TA Associates has made a growth investment in AIRS Medical, aiming to accelerate the company's development as announced in a press release. Concurrently, the infrastructure advisory space is seeing consolidation, with Campbell Lutyens naming new global co-heads of infrastructure as the firm prepares for its merger with Lazard, a deal valued at $575 million as reported by Infrastructure Investor.