Sector Investment 24-Hour Briefing
×Real Estate & Infrastructure
BlackRock is adopting a cautious stance on Japan, focusing on smaller investments that can be exited quickly as the Bank of Japan's rate normalization complicates longer-term plans. CPP is seeking more "established" data center platforms after its latest $4 billion buy, signaling continued appetite for large-scale infrastructure assets.
Healthcare & Technology
NewSpring Healthcare led a $140 million capital raise for Honest Health, a Nashville-based company that partners with health systems to support clinical operations. KKR is recalibrating its real estate strategy as the firm navigates global expansion challenges, with executives outlining the path forward.
Data Centers & Energy
Big Tech signed a landmark data center and energy pledge at the White House, marking a significant commitment to infrastructure development. GIP and EQT agreed to a $33.4 billion takeover of AES, creating one of the largest infrastructure deals in recent history.