Sector Investment 3 Days

Last updated: July 15, 2026, 2:30 PM ET

Infrastructure Fundraising Faces Headwinds as Deals Continue

Infrastructure fundraising in the first half of 2026, with only $40.8bn raised, a new record low and considerably less than the $71.6bn secured in the same period of 2024. Despite this challenging environment, some firms are still actively seeking capital, with Primevest focused on EV charging facilities and other transport infrastructure. In a notable strategic move, CalSTRS and Nuveen have to invest in sustainable energy opportunities, including credit funds. Meanwhile, DTCP for its latest European digital infrastructure fund, having secured two-thirds of its target. Campbell Lutyens has also as it prepares to merge with Lazard.

Real Estate Investors Navigate Shifting Portfolio Strategies and Market Realities

Real estate investors are grappling with evolving market conditions, with some pension funds like La Caisse since early 2025 in pursuit of higher returns. However, the performance of older fund vintages remains a concern, as 2019-23 vintage funds have, with 2016-18 vintages being the last to fully return capital. PIMCO highlights the need for real estate to adapt to the age of AI, emphasizing its. In personnel news, LACERA's real estate head has departed after a two-year tenure overseeing a significant portfolio restructuring.

Private Equity Activity in Healthcare and Infrastructure Sectors

The healthcare and life sciences sector has seen private equity investment, with Incline Equity Partners announcing an investment in West Physics, a company founded in 2002. TA Associates has also made a growth investment in AIRS Medical, aiming to. In the infrastructure space, Brookfield's Csquare is for data centers with a $1.35bn initial public offering, potentially offering a rare public exit for its private infrastructure fund. EQT has also for power and data center assets, while Rivage is seeking €900 million for its debt fund.