Sector Investment 3 Days

Last updated: July 14, 2026, 8:30 AM ET

Infrastructure Sector Sees Mixed Fundraising and Deal Activity

Infrastructure fundraising experienced a slowdown in the first half of 2026, with only $40.8 billion raised, a significant drop from the $71.6 billion secured in the same period of 2024. Despite this, with EQT inking a $2.6 billion deal for power and data centers, and DTCP achieving a €1 billion first close for its latest European digital infrastructure fund. Brookfield's Csquare with a $1.35 billion IPO for its data center business, offering a potential exit for its private infrastructure fund. In a strategic move on a $2 billion debt fund focused on sustainable infrastructure opportunities. Meanwhile, Campbell Lutyens announced amidst preparations for a $575 million merger with Lazard.

Real Estate Navigates AI's Influence and Portfolio Adjustments

The real estate sector in the age of artificial intelligence, according to PIMCO, which highlights the importance of a property's capacity to host future tenants. In a notable departure, LACERA's real estate head, having been tasked with restructuring the pension plan's property portfolio.