Sector Investment 8 Hours

Last updated: April 13, 2026, 11:30 AM ET

Infrastructure & Real Assets

Creditors are assuming control of broadband provider Gigaclear following financing difficulties, a development that signals potential haircuts for existing lenders in the competitive UK digital infrastructure space. Separately, Blackstone is reportedly acquiring a minority stake in Rowan Digital Infra, as large private equity players continue to target specialized infrastructure plays, while the Church Commissioners are expanding their timberland strategy, indicating sustained appetite for tangible, long-duration assets.

Real Estate Investment Mandates

Climate risk modeling for real estate is facing scrutiny as persistent heatwaves disrupt traditional valuation assumptions, with experts warning that focus on physical building resilience often overlooks the impact on long-term income streams. Amid these structural shifts, the Taiwanese family office Alpine AM has signaled intentions to aggressively scale up its portfolio allocation, aiming to deploy as much as $4 billion over the next five to eight years, suggesting significant capital remains poised for deployment in the sector.