Private Markets Edit: Real estate and infrastructure edition

From AI data centers to Manhattan apartments

The global economy is undergoing a series of massive changes. Some are driven by geopolitics, some by climate risks, and yet others by new technologies. At the center of this transformation lie the real estate and infrastructure sectors. Explore some of the most interesting insights into these parts of the private markets universe from the likes of Nuveen, BCG, and Robeco.

How AI and Infrastructure Are Giving Construction a Second Wind (Allianz)

Across the world, critical infrastructure is being built, and real estate sectors are being re-evaluated.

Data Centres: The Cornerstone of the Digital Age (Natixis IM)

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

To keep up with the surging demand for data storage and processing, massive investment and innovation are required by companies who build, design, and operate data centers.

Powering the Future amid the AI Surge (S&P Dow Jones Indices)

As organizations increasingly depend on data-driven decision-making, demand for cloud computing is surging, leading to significant growth in the data center market.

Infrastructure for a Competitive Europe (BCG)

This report shows that closing Europe’s infrastructure gap is a defining opportunity. Will investors take this opportunity, or will they shy away?

Rethinking the Aging of Critical Infrastructure (Arthur D. Little)

Infrastructure assets are often managed as if they were either simple or complicated systems exhibiting linear degradation behaviors. There is a better alternative.

Microreactors for Defense and Off-Grid Power (MarketVector Indexes)

As geopolitical tensions shift toward the Indo-Pacific and Eastern Europe, the Pentagon’s push for transportable energy sources and micro-grid resilience has become pertinent.

Infrastructure Credit: the Next Frontier in Emerging Markets (PGIM)

Shifting global supply chains, urbanization, technological advancements, energy security needs, and population growth are driving increased infrastructure investment in EMs.

Who Will Benefit from a New Electricity Supercycle? (Robeco)

Already, big users of electricity, data center power consumption is expected to increase at an annual rate of 15% by 2035.

A Path to Sustainable Energy through Private Equity Investments (Nuveen)

Power demand is accelerating, driven by data center growth, electrification of transport and industry, and population increases.

Expanding U.S. Net Available Power Capacity by 2030 (RAND)

The anticipated growth in the development of artificial intelligence capabilities will require a rapid increase in U.S. electric power capacity.

North America Commercial Property Monitor Q3 2025 (RICS)

Among alternative asset classes, data centers are projected to deliver the strongest performance over the coming year.

Manhattan Apartment Market Report Q3 2025 (Brown Harris Stevens)

Helped by a booming stock market and lower mortgage rates, the Manhattan apartment market posted a 7% increase in transactions compared to a year ago.