Sector Investment 24-Hour Briefing
×Infrastructure Investment
Vesper has reached €1 billion in fundraising for its first European infrastructure fund, deploying over 60% of the target. The manager plans to launch a successor strategy in early 2027. EQT is establishing a $2 billion evergreen vehicle with Blackstone Strategic Partners to back Edge Connex, with capacity to expand over time.
Renewable Energy
New US guidance for renewables developers on navigating FEOC rules may provide helpful clarity, though adaptation continues in the sector. Industry participants say there's no "extinction event" for renewables despite ongoing regulatory challenges.
Real Estate
Stoneweg aims to scale its real estate AUM to €15 billion by 2030, targeting €1 billion deployment across Europe's living sector in 2026 alone. The firm is pursuing an M&A push as part of its growth strategy, while Kennedy Wilson moves toward privatization.