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13 articles summarized · Last updated: LATEST

Last updated: July 16, 2026, 2:30 PM ET

Infrastructure Fundraising Slows Amid Sector Shifts

Infrastructure fundraising in the first half of 2026, with $40.8 billion raised, marking a new record low compared to the $71.6 billion raised in the first half of 2024. Despite this, Clifford Capital Asset Management, targeting energy transition projects, with initial commitments reaching $345 million toward a $600 million goal. Primevest is also eyeing the launch of a €1 billion European mobility fund focused on investments like EV charging infrastructure. Pantheon observers note that infra secondaries are for investors, indicating a strategic shift in capital deployment within the sector.

Real Estate Adjusts to Higher Returns and AI

Canadian pension fund La Caisse to US real estate since the start of 2025, aiming for higher returns through portfolio recycling. However, recent data reveals that funds from the 2019-2023 vintages have distributed 50% or less of their capital, with the 2016-2018 vintages being the last to fully return capital, achieving an average DPI of 1.05x ten years post-inception. PIMCO suggests that real estate must adapt to the age of AI, with a key consideration being its capacity to host "the tenants of the future" to maintain relevance.

Healthcare and Infrastructure Credit See Investment Activity

In the healthcare sector, Incline Equity Partners announced an investment in West Physics, a company founded in 2002. TA Associates also made a growth investment in AIRS Medical. Meanwhile, CalSTRS and Nuveen have formed a $2 billion strategic partnership for a debt fund and adjacent opportunities, focusing on sustainable investments across Nuveen's energy platform, including its Energy & Power Infrastructure Credit Fund II. The fallout from geopolitical events, such as the Iran war, is already impacting renewables developers, with potential for "very bad" and prolonged disruptions. Infrastructure Investor will also publish a ranking of private infrastructure managers in October, measuring the alpha they add above the market. Separately, Campbell Lutyens has named new global co-heads of infrastructure following the with Lazard.