Sector Investment 24-Hour Briefing
×Infrastructure & Energy
European infrastructure manager RGREEN secured €900 million for its fifth energy transition fund, deploying 70% of capital already with plans to fully invest by year-end. Meanwhile, Macquarie's green investing chief emphasized scale as critical to winning in US renewables markets, despite challenges in project delivery as the firm expands its clean energy portfolio across North America.
Real Estate Markets
Signs of recovery are emerging in global real estate transaction markets as MSCI reports increased large trades and record data center deployments driving momentum, according to Tom Leahy, head of EMEA real assets research. At the PERE Network Asia Summit, Morgan Stanley closed $2.88 billion for a new real estate fund while discussing how geopolitical tensions could impact commercial real estate, with KKR concurrently repositioning its real estate portfolio to navigate the changing landscape.