Sector Investment 8 Hours

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

Infrastructure Investment Sector Overview

Infrastructure fundraising is experiencing a notable rebound, with total capital raised reaching $1.2 trillion. However, questions persist regarding the ultimate beneficiaries of this resurgence fundraising comeback. The sector's largest general partners (GPs) are outlining ambitious strategies for a projected $7 trillion artificial intelligence capital expenditure supercycle, indicating a significant shift in investment priorities AI capex supercycle. In a specific transaction, Altérra joined I Squared's $600 million equity raise for its Peruvian power business. Meanwhile, Reinova is targeting a $500 million first close for its debut energy transition infrastructure fund debut energy transition, and CIP is seeking €16 billion for its latest renewables flagship fund latest renewables flagship.

Real Estate Investment and Capital Flows

The real estate sector is witnessing a surge in activity within its secondaries market, driven by a growing desire among institutional investors to unlock liquidity and extend asset hold periods amidst persistent refinancing pressures and challenging exit environments rides recap wave. Secondaries are increasingly being utilized as a sophisticated capital formation tool, allowing managers to divest non-core assets while retaining high-conviction holdings and repositioning platforms for future growth capital formation tool. This rising confidence in the secondaries market is fueling deal flow as global buyers seek exposure to in-demand asset classes dealflow. Simultaneously, there is a resurgence in capital allocation towards "everyday essential retail" formats, including retail parks and convenience-focused retail centers, which are demonstrating resilient income streams and potential for growth through disciplined asset management essential retail. Recapitalizations are also emerging as a critical strategy to bridge Europe's funding gap, combining capital discipline with operational expertise to foster platform institutionalization and expansion more than just. The evolving landscape of real estate secondaries, moving from a niche liquidity solution to a permanent capital flow channel, is detailed in PERE’s 2026 report 2026 Secondaries & Recapitalizations.