Sector Investment 3h Briefing
×Infrastructure Investment Awards
Infrastructure Investor Awards 2025 infrastructureinvestor.com showcased regional winners across Latin America, Europe, and North America. KKR secured its third consecutive Fund Manager of the Year award for Latin America while Blue Owl Capital infrastructureinvestor.com emerged as a high achiever in North America. Macquarie won Fund Manager of the Year for North America based on its fundraising and exit successes.
Sector Trends
Bernhard Capital Partners infrastructureinvestor.com highlights regulated utilities as a rich source for mid-market carve-outs as companies scramble to raise capital for new power infrastructure. Infracapital infrastructureinvestor.com sees shipping as the next wave in transport decarbonization following rail and EV infrastructure. Ridgewood Infrastructure infrastructureinvestor.com identifies value creation opportunities in the lower mid-market where investors increasingly want to be.
Real Estate Investment
StepStone Group perenews.com reports record growth in its real estate investment management business driven by liquidity constraints and fundraising headwinds. BGO perenews.com identifies Japan's corporate real estate as an emerging opportunity set with a wave of non-core assets becoming available. Blue Owl Capital perenews.com observes investors gravitating toward scale, downside protection and long-term leases amid data center volatility.
Regional Developments
Blackstone perenews.com dominated European real estate awards with four wins out of five categories, maintaining its fundraising dominance. Europe perenews.com roundtable participants discuss whether the region's relative stability can attract capital as the property market recovers. Ascendant Capital Partners perenews.com sees hospitality market volatility creating opportunities as global recovery remains uneven.
Energy Transition
Wilmington Trust infrastructureinvestor.com reflects on how the past 12 months have reshaped investment flows in the energy transition. Artemis Real Estate Partners perenews.com co-founder Deborah Harmon, this year's PERE Lifetime Achievement Award winner, demonstrates that championing diversity and delivering strong performance are not mutually exclusive.
Market Recognition
The awards season reveals a reshuffled landscape where no single group dominated perenews.com regional categories. PERE Awards 2025 perenews.com similarly showed no organization dominating, with few repeat winners. The Infrastructure Investor Annual Awards now in their 17th year recognize top managers, institutional investors and advisory firms.