Market Moves
Anthropic, GIC, Macquarie Team Up on Data Center Development
The new venture, Theseus Infrastructure, will be owned by the investors and leased to the artificial intelligence pioneer as an anchor tenant.
Tag: Real Assets
Asset Allocation
Brookfield, CPP Investments Partner On $5.2B Take-Private Deal
The asset manager and the Canadian pension fund will acquire warehouse and logistics company LXP in an all-cash transaction.
Opinion
AI’s Build-Out Has a Deliverability Problem
An investment firm partner explains why allocators’ success depends on understanding the risks inherent in data center and power projects, including the needs of the communities where they are built.
Pensions
CalSTRS to Anchor Nuveen Sustainable Infrastructure Fund
The Energy & Power Infrastructure Credit Fund II will receive up to $2 billion from the California State Teachers’ Retirement System.
Asset Allocation
NYC Pension System to Invest $4B in Affordable Housing
The New York City Housing Investment Initiative, announced by Comptroller Mark Levine, would deploy $1 billion per year over the next four years.
Pensions
La Caisse Forms Joint Venture to Acquire European Logistics Properties
The Quebec-based pension and industrial REIT manager Prologis plan to deploy $1.17 billion.
Newsmakers
Where Stonepeak Sees Opportunity in Infrastructure
The specialist investor is putting money to work and taking a long-term approach, according to co-president Jack Howell.
Newsmakers
OMERS Names Luca Lupo as European Infrastructure Head
Based in London, Lupo will oversee the Ontario Municipal Employees Retirement System’s infrastructure investments in Europe.
Asset Allocation
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
Alternatives
Trump Suggests Ban on Institutional Investors Buying Single Family Houses
In an online post, President Donald Trump wrote that he intends the measure to mitigate the housing crisis resulting from an upward spiral of costs.
Corporate Moves
ISS STOXX Launches Real Assets Climate Solutions Suite
The tools aim to help investors understand climate risks within their portfolios.
Newsmakers
Jacmel Partners’ Infrastructure Platform Names Shaquille O’Neal as Founding Partner
The alternative investment manager, which previously invested in the development of LaGuardia Airport, will join forces with the NBA champion to make impact investments.
Pensions
CPP Investments Takes Stake in 11GW Power Generation Company
The $1 billion minority investment in Alpha Generation LLC will support energy for digital infrastructure.
Asset Allocation
How Timberland, Agriculture Can Fit Into Asset Owner Portfolios
Timber, farmland and other renewable resource investments provide steady returns, diversification and capital preservation.
Manager Selection
Nest Commits $750M to Timberland Fund
The U.K.’s largest workplace pension will gain exposure to the asset class through BTG Pactual TIG.