Sector Investment 24-Hour Briefing
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Infrastructure & Real Estate
Vesper secured €1 billion for its debut European infrastructure fund, deploying over 60% already. Blackstone is leading EQT’s planned $2 billion evergreen vehicle for data center operator Edge Connex. In real estate, Stoneweg targets €15 billion in assets by 2030, planning €1 billion for European living sector deals in 2026. Kennedy Wilson is set to be taken private in a deal valuing the firm at approximately $3 billion.
Renewables & Policy
New guidance on FEOC rules may provide clarity for US renewables developers, helping the sector adapt without a funding collapse.