Infrastructure buildout, the data centre boom, energy transition and evolving real estate subsectors are creating a generational pipeline and opportunity set for long-term capital. But each of these tailwinds contains specific and very real risks. This panel examines where genuine value is being found across the real assets spectrum and across geographies and structures. The conversation will interrogate how institutions are navigating the debt-equity tension, assessing opportunity in a period of macroeconomic divergence, and competing for assets in an increasingly crowded market.
