Private Markets Edit: A focus on real estate and infrastructure

Building the new world economy

Building capacity for AI and new energy sources while repairing old roads, bridges, and other infrastructure requires trillions of U.S. dollars globally. This presents a huge opportunity for investors willing to explore what infrastructure and real estate can do for portfolios – and insights from Ares, StepStone, Brookfield, and more offer a place to start.

Private infrastructure

A Comprehensive Guide to Private Infrastructure (Ares)

Learn more about the forces shaping one of the fastest growing segments in private markets.

How Constraints Are Shaping Data Infrastructure (Brookfield)

What’s determining returns in data infrastructure beyond demand alone.

Data Center Construction Creates a Resource Shock (Bank of America Institute)

As data centers scale, they pull on water, power, and materials that local infrastructure was never designed to supply at this pace.

From Real Estate to Real Assets: Infrastructure in the Spotlight (Knight Frank)

Why real estate investors are shifting to a broader real asset focus including the infrastructure behind the properties they own.

Private real estate

Real Estate House Views: Spring 2026 (StepStone)

Real estate’s low correlation with the equity markets may deliver meaningful diversification.

U.S. Core Real Estate ‘Historically’ Attractive (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Could this be the best entry point for the asset class in years?

Duration in Real Estate (INREV)

Can the concept of duration be applied to real estate to help consistently assess and manage interest rate risk?

U.S. CRE Cycle Monitor: Q1 2026 – Recovery Intact (Principal Asset Management)

The commercial real estate recovery remains intact, but will it sustain momentum?

U.S. Housing Chartbook May 2026 (Metlife IM)

What does the data say about the housing market and where it’s headed?