Sector Investment 8 Hours

Last updated: July 4, 2026, 11:30 AM ET

Infrastructure Funds & Strategy

Conifer Infrastructure has closed its inaugural fund at $900 million, exceeding its target and already deploying $190 million into hydroelectric, biogas, and helium platforms. The fund aims for a net internal rate of return of 25%. In parallel, Seraya Partners is halfway to its $1.5 billion target for its sophomore infrastructure fund, Seraya Partners Fund II, with a final close anticipated by the end of 2026. These developments signal sustained investor appetite for the infrastructure sector.

Allianz Global Investors is increasing its focus on the infrastructure secondaries market, recognizing its potential to unlock liquidity and provide attractive risk-adjusted returns. Meanwhile, the European Bank for Reconstruction and Development (EBRD) is exploring infrastructure as a new avenue for nature-based finance, aiming to integrate environmental considerations into large-scale projects. The sector is also seeing infrastructure funds play a role in the recovery of companies like Uniper, heralding a "phoenix moment" for the energy firm following its restructuring.