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Last updated: March 19, 2026, 6:30 PM ET

Real Estate & Infrastructure Investment Trends

Global institutional capital continues to favor fund structures for real estate exposure, evidenced by pension manager Rest becoming the latest major allocator opting for this vehicle to scale its asset class presence. This trend coincides with major partnership activity, as industrial property giant Prologis and Singapore’s sovereign wealth fund GIC established a new build-to-suit venture seeded immediately with a 4.1 million square-foot portfolio valued near $1.6 billion. Separately, Sumitomo Mitsui Finance and Leasing Company is signaling a strategic pivot toward essential assets, announcing intentions to commit capital specifically to transport-related infrastructure and movable transportation funds to expand its domestic portfolio commitments.