Sector Investment 8 Hours

Last updated: March 19, 2026, 9:30 PM ET

Real Assets & Infrastructure Allocation

Institutional investors continue to favor pooled structures for expanding exposure across real assets, with pension manager Rest becoming the latest global capital allocator choosing the fund format to broaden its presence in private real estate. This trend mirrors activity in infrastructure, where Macquarie Asset Management is navigating its fourth Asia fund by focusing on core mandates to avoid "mandate creep" while striving to generate alpha. Further demonstrating commitment to the sector, Sumitomo Mitsui Finance and Leasing Company is actively seeking to increase its infrastructure portfolio, specifically targeting transport-related assets and movable transportation funds.

Logistics & Private Ventures

The partnership between industrial real estate giant Prologis and Singapore's sovereign wealth fund GIC is deepening, as the two entities together launched a $1.6 billion build-to-suit venture. This new joint venture has been seeded immediately with a substantial initial portfolio comprising 4.1 million square feet of assets, marking the Singaporean fund's second major venture launch this year and signaling continued appetite for large-scale logistics development across Asia.