Sector Investment 3 Hours

Last updated: June 30, 2026, 11:31 PM ET

Infrastructure Investment Surges Amidst AI Boom and Energy Transition Focus

Infrastructure fundraising is experiencing a significant rebound, with total capital raised reaching $1.2 trillion, though the ultimate beneficiaries of this surge remain a subject of analysis Infra’s $1.2trn fundraising comeback. The largest general partners in the sector are outlining ambitious strategies for the coming years, anticipating a $7 trillion capital expenditure supercycle driven by artificial intelligence Infra’s largest GPs outline. In line with this growth, Altérra has joined I Squared’s $600 million acquisition of a Peruvian power business Altérra joins I Squared’s. Meanwhile, Reinova is targeting a $500 million first close for its debut energy transition infrastructure fund Reinova eyes $500m first, and CIP is seeking €16 billion for its latest renewables flagship fund CIP eyes €16bn.

Real Estate Navigates Recapitalizations and Retail Resurgence

The private real estate market is actively engaging in recapitalizations as investors seek to unlock liquidity and extend asset hold periods amidst refinancing pressures and limited exit opportunities Private real estate rides. This trend is supported by a growing interest in real estate secondaries, which are solidifying as a permanent channel for capital flow as managers aim to secure liquidity without divesting core assets rising tide. Secondaries are increasingly viewed as a sophisticated capital formation tool, enabling investors to access liquidity, retain high-conviction assets, and reposition platforms for future expansion Secondaries now.

The retail sector is witnessing a notable resurgence, with capital flowing back into everyday essential retail formats. Retail parks and similar convenience retail locations are demonstrating resilient income streams that can be enhanced through disciplined asset management Redevco scaling performance. This renewed focus on essential retail is attracting capital, signaling a positive shift for the sector Newport Capital Partners. Specialty open-air retail centers, in particular, are emerging as a significant investment opportunity within the current retail environment Northwood Investors open-air. The evolving landscape of real estate secondaries and recapitalizations is detailed in PERE’s upcoming report, which examines their transition from niche liquidity tools to comprehensive capital formation strategies, alongside the increasing use of continuation vehicles Download PERE’s 2026. Furthermore, recapitalizations are being utilized to bridge Europe's funding gap, combining capital discipline with operational expertise to foster platform institutionalization and growth Schroders Capital why. Institutional investors are increasingly turning to real estate secondaries, driven by rising confidence and a global demand for exposure to attractive asset classes Rising confidence fuels. Public REITs are also navigating a complex balancing act, attempting to cater to diverse investor groups Public REITs’ balancing act.