Sector Investment 3 Days

Last updated: July 17, 2026, 2:30 AM ET

Infrastructure Fundraising and Investment Trends

Infrastructure fundraising in the first half of 2026, with $40.8 billion raised, significantly lower than the $71.6 billion seen in H1 2024, which was previously the worst fundraising year on record. Despite these challenges, Clifford Capital Asset Management, with its Energy Transition Acceleration Finance partnership already securing $345 million towards a $600 million target. Primevest is eyeing the launch of a €1 billion European mobility fund focused on assets like EV charging facilities.

Sector Allocations and Market Dynamics

Investors are increasingly as a core allocation, with Pantheon noting record investment activity. However, longer-term risks persist, as the fallout from geopolitical events renewables developers. CalSTRS and Nuveen have formed a $2 billion strategic partnership, allocating funds to sustainable energy opportunities, including Nuveen’s Energy & Power Infrastructure Credit Fund II as part of their strategy. Campbell Lutyens has also appointed new global co-heads of infrastructure, a move that comes as Lazard and Campbell Lutyens prepare for a merger.

Real Estate and Private Equity Activity

In the real estate sector, PIMCO for relevance in the age of AI, emphasizing the need for assets to accommodate future tenants. La Caisse, the Quebec pension fund, has to U.S. real estate since early 2025, as it aims to boost portfolio returns. Data indicates that fund vintages from 2019-23 have distributed 50% or less of their capital, with the 2016-18 vintages being the last to fully return capital, achieving an average DPI of 1.05x ten years post-inception. In private equity, Incline Equity Partners has announced an investment in West Physics.