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Sector Investment 24-Hour Briefing

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Infrastructure Investment Trends

Some limited partners are showing reduced interest in US infrastructure investments under the second Trump administration. Capital is reportedly shifting toward alternative markets as geopolitical and regulatory uncertainties persist.

Real Estate Deployment

LADWP plans to deploy $500 million in real estate investments this year to increase its exposure to the asset class. The strategic allocation reflects growing institutional demand for real estate as a diversification tool.