Sector Investment 8 Hours

Last updated: March 30, 2026, 8:30 AM ET

Infrastructure & Private Equity Activity

The Infrastructure Investor Global Summit concluded in Berlin, revealing a sector perception where infrastructure financing appears in healthier shape than traditional private equity, despite ongoing strategic challenges related to geopolitics and asset drift. This sentiment was underscored by Brookfield’s successful $6.5 billion take-private of Boralex, signaling continued appetite for large-scale energy assets. Meanwhile, ICG finalized its second Metropolitan opportunity fund exceeding €1.4 billion, marking a vehicle five times larger than its predecessor, which will target triple-net lease industrial and logistics properties across Western Europe.

Real Estate & Digital Assets Divide

Divergent views on technology real estate emerged from recent industry gatherings, specifically concerning the AI buildout boom, where the Abu Dhabi Investment Authority remains bullish on data center expansion while Aksia, based in the U.S., expresses greater caution. Concurrently, market participants signaled optimism in the recovering debt space, as LaSalle’s Isabelle Brennan and Nuveen Real Estate’s Christian Janssen characterized the present moment as a ‘golden period’ for European real estate credit, suggesting that the market is entering a new, favorable investment cycle.