Sector Investment 24-Hour Briefing
×Real Estate Investment Trends
real estate M&A transactions jumped 40% in 2023-25, with sector specialists driving consolidation. Almanac acquired a minority stake in Alterra IOS, supporting its portfolio growth and signaling further institutionalization. Meanwhile, the Middle East remains an investment hotspot for major managers, though exit avenues present a persistent challenge for capital recycling.
Investor Dynamics
Strong investor-manager relationships hinge on reporting transparency, value creation, and genuine partnership, per exclusive PERE research. This focus on alignment comes as AIA loses its reinsurance CIO and group ALM head after nine years, a notable change for the Asian insurer managing a $333 billion portfolio.
Infrastructure & Operational Challenges
Infra Via raised €8 billion for its latest European infrastructure fund, exceeding its target by €1 billion. However, sector operators face headwinds as wind operators contend with lower wind speeds, impacting earnings for both public and private infrastructure funds.