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14 articles summarized · Last updated: LATEST

Last updated: July 15, 2026, 11:30 PM ET

Infrastructure Fundraising Slows Amid Geopolitical Uncertainty

Infrastructure fundraising in the first half of 2026, with $40.8bn raised, significantly below the $71.6bn seen in the same period of 2024. This downturn comes as geopolitical risks, such as the Iran war fallout, already impact renewables developers and create a volatile environment for the sector. Despite these headwinds, some firms are actively launching new funds. Primevest is eyeing the launch of a €1bn European mobility fund focused on infrastructure like EV charging stations. Separately, DTCP on its latest European digital infrastructure fund, with two-thirds of its target raised seven months post-launch. CalSTRS and Nuveen have also to invest in sustainable opportunities within Nuveen’s energy platform, including its Energy & Power Infrastructure Credit Fund II.

Real Estate Investors Seek Higher Returns Amid Shifting Portfolios

Canadian pension fund La Caisse has committed $3.3bn to US real estate since the start of 2025, aiming to recycle its portfolio for higher returns. This strategic shift comes as older fund vintages struggle to distribute capital, with 2019-23 vintage funds having of their capital. The 2016-18 vintages were the last to fully return capital, achieving an average Distribution to Paid-In Capital (DPI) of 1.05x ten years post-inception. Asset managers are also grappling with the evolving landscape of real estate, with PIMCO noting that the sector faces a "fight for relevance" in the age of AI, emphasizing the need for properties to accommodate future tenants. The departure of LACERA’s real estate head after two years highlights ongoing restructuring efforts within pension plans to adapt their property portfolios.

Private Equity Continues to Invest in Healthcare and Digital Infrastructure

In the healthcare and life sciences sector, private equity firms are actively pursuing investments. Incline Equity Partners has announced an investment in West Physics, a company founded in 2002. TA Associates has also in AIRS Medical, aiming to accelerate its global expansion. Meanwhile, Brookfield's Csquare is for data centers with a $1.35bn IPO, offering a potential public exit for its private infrastructure fund. The infrastructure sector also saw significant deal activity, with EQT for power and data centers. I Squared is by opening a Tokyo office, while Rivage has reached €900 million for its debt fund. These developments occur as Lazard and Campbell Lutyens prepare to merge in a $575m deal, with Campbell Lutyens naming new global co-heads for its infrastructure division.