Private Markets Edit: Private real estate and infrastructure

Explore a $5.8 trillion global market

New data suggests that the global private real estate and infrastructure sectors are worth around $5.8 trillion combined. This figure is likely to increase, driven by growing demand for data centers and the energy transition. Explore the latest insights into these asset classes from institutions such as Brookfield, Knight Frank, and Roland Berger.

The Expanding Role of Private Market Investing (Principal Asset Management)

Few asset classes embody durability as clearly as private infrastructure. Discover what makes this asset class so resilient.

U.S. Commercial Real Estate Chartbook January 2026 (Metlife IM)

Private commercial real estate values remained flat throughout 2025. There are strong reasons to believe they will appreciate from here.

Integrating Private Assets into Multi-Asset Allocations (Amundi)

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

The integration of private assets into institutional investment portfolios necessitates a rigorous approach, combining quantitative analytics with qualitative judgment.

The MSCI Private Real Estate Factor Model (MSCI)

In the absence of reliable market prices, investors look to a variety of information sources to understand private real estate.

Infrastructure Investment in an Uncertain World (BCG)

This in-depth report examines the critical relationship between infrastructure and economic growth.

Infrastructure Investment Outlook 2026 (Roland Berger)

Striking a balance between de-risking cash flows and maintaining strong organic revenue growth is becoming increasingly complex in the current market landscape.

2026 European Real Estate Market Outlook (CBRE)

The European economy is expected to deliver modest growth this year, with Eurozone GDP projected to expand by just under 1.0%.

Globally Critical Infrastructure: The Unique Risks and Challenges (RAND)

The goal of this article is to provide an initial framing and definition of “globally critical infrastructure” as a concept worthy of attention.

Commercial Property Monitors Q4 2025 (RICS)

Explore the latest insights into commercial property across different geographical regions.

From Speed to Scale: The Next Decade of Power (Brookfield)

As AI infrastructure becomes a primary driver of productivity of future economies, governments are acutely focused on ensuring that sufficient power generation is available.

Data Centers Global Forecast Report 2026 (Knight Frank)

This forecast report provides key insight into market-by-market growth expectations, explores the key trends transforming the data centre industry.

APAC Opportunity Map Private Real Assets Outlook 2026 (CapitaLand)

Private real estate opportunities across the APAC region vary greatly. Diligence is required when evaluating this landscape.