Sector Investment 24-Hour Briefing

Last updated: March 12, 2026, 12:33 PM ET

Real Estate & Infrastructure

Spanish insurer acquired the Ombú Building in Madrid, completing a contrarian bet on converting a former gasworks into a sustainable office space. Meanwhile, ADIA and Ardian expanded their secondaries partnership into real estate, launching a platform targeting US and European opportunities with growth contingent on track record. In infrastructure, investors are grappling with coal exposure as "any and all" energy investing forces difficult decisions about fossil fuel allocations.

Private Markets & Alternative Assets

Madison Air filed for a $500M IPO targeting a Nasdaq listing after three consecutive quarters of double-digit revenue growth in private aviation charters. Blackstone arranged a $1.2 billion credit facility for Air Trunk's Japanese data center expansion, part of a broader push into AI infrastructure assets across Asia-Pacific. These moves highlight continued capital deployment into specialized real estate and technology-enabled infrastructure despite market uncertainty.