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Infrastructure Secondaries Daily
Infrastructure Secondaries Daily episodes
- Mercer Pays $400M for Stockland Living Stake at 5% Yield — August 10, 2026
Mitsubishi Estate Asia settled a $400 million-plus sale of its 49.9% Stockland senior-living JV stake to Mercer at a 5% yield, while Illinois Teachers added fresh commitments across healthcare real estate debt and infrastructure secondaries.
In this episode- Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount "elevated" - QuotedData — QuotedData
Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount "elevated" - QuotedData
# Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount “elevated”- 07 August 2026- QuotedData- Global- Investment Companies- Show 3 Companies- Gavin Lumsden- Murray International…- Mitsubishi Estate settles $400m sale to Mercer super fund — Business News Australia
Mitsubishi Estate settles $400m sale to Mercer super fund
# Mitsubishi Estate settles $400m sale to Mercer of stake in Stockland senior living joint ventureBy Business News Australia7 August 2026Mitsubishi Estate Asia has settled the sale of its 49.9 per cent stake in the Stockland Residential Rental Partnership to New York-based Mercer Investments in a deal worth more than $400…- Illinois Teachers backs $750m Locus Point healthcare real estate debt vehicle | News | Real Assets — IPE Real Assets
Illinois Teachers backs $750m Locus Point healthcare real estate debt vehicle | News | Real Assets
# Illinois Teachers backs $750m Locus Point healthcare real estate debt vehicleBy Jon Peterson 2026-08-07T08:44:00Pension fund also makes debut $100m commitment to Partners Group infra secondaries fundPropertyEU has now merged with IPE Real Assets Registration will give you access to the…- Trust Spot: 3i Group and RIT Capital Partners rally as technology trusts beat a retreat in July - QuotedData — QuotedData
Trust Spot: 3i Group and RIT Capital Partners rally as technology trusts beat a retreat in July - QuotedData
# Trust Spot: 3i Group and RIT Capital Partners rally as technology trusts beat a retreat in July- 07 August 2026- QuotedData- Global- Investment Companies- Show 30 Companies- Gavin Lumsden3i Group (III) extended its recovery from May lows with the £29bn private equity backer…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount "elevated" - QuotedData — QuotedData
- Apollo’s $1B Starwood REIT Lifeline Puts Liquidity Back in Focus — August 07, 2026
Apollo Global Management is paying $1.02 billion for 41.5% of a Starwood REIT apartment joint venture, giving SREIT liquidity to pay down debt while redemptions remain restricted and non-traded real estate vehicles face withdrawal pressure.
In this episode- Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo — Propmodo
Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo
SHARE22 hours agoAug. 4, 2026 6:07 pmApollo Global Management will pay $1.02 billion for a 41.5% stake in a joint venture holding roughly 120 affordable housing properties owned by Starwood Real Estate Income Trust. SREIT will use the proceeds to pay down its credit facility, a move the company…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
3 min - Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo — Propmodo
- Control Deals Rise as Continuation-Fund Scrutiny Sharpens — August 06, 2026
Q2 2026 Digital M&A showed deal value rising while breadth collapsed, with buyers paying for control of compute, power, data and regulated access as GP-led continuation funds face sharper LP diligence questions.
In this episode- Q2 2026 Digital M&A Market Report | Flight to Control — Acquiry
Q2 2026 Digital M&A Market Report | Flight to Control
Digital M&A# The Flight to Control:Q2 2026 Digital M&A Market ReportBy Joash Boyton, Founder & Managing Director, Acquiry • August 202627 min readQ2 2026 did not deliver a broad-based M&A recovery. Headline deal value accelerated while transaction count contracted. Strategic buyers returned to the front of the market, and capital…- Step Back — APG is buying 37.5% of the European data-centre platform NorthC, but what does a minority stake like that actually give an infrastructure investor—economic exposure, influence over decisions, or a path to more control later—and why choose it over buying the whole business?Background sources
- Freshfields advises APG on investment in NorthC | Freshfields — Freshfields
- APG invests in European data center company NorthC - DCD — Datacenterdynamics
- Antin to acquire NorthC, a leading European enterprise colocation data centre platform, from DWS - Antin — nicolle.graugnard
- DWS sells NorthC Datacenters to Antin Infrastructure Partners | News | Real Assets — IPE staff 2025-12-11T12:36:00+00:00
- Dutch government sells nearly half of TenneT Germany for $11.3 billion — Bart H. Meijer, Andres Gonzalez and Christoph Steitz September 24, 2025 3 min read
- How to Vet a GP-Led Continuation Fund: LP Due-Diligence Guid — Angel Investors Network
# How to Vet a GP-Led Continuation Fund Before You Commit CapitalRoughly half of all secondaries capital now flows into GP-led continuation funds, according to Adams Street Partners , which puts continuation vehicles at close to 50% of its 2026 secondaries...![How to Vet a GP-Led Continuation Fund Before You Commit…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - Q2 2026 Digital M&A Market Report | Flight to Control — Acquiry
- Insurers Tilt to Infra Debt as LP Liquidity Keeps Moving — August 05, 2026
Novantigo’s European insurer survey puts infrastructure debt at the top of private-market allocation plans, while Pantheon International’s £224 million portfolio sale shows listed LPs still using secondaries to fund buybacks and narrow discounts.
In this episode- European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo - Reinsurance News — Reinsurance News
European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo - Reinsurance News
# European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo4th August 2026 - Author: Taylor Mixides -Infrastructure debt has become the leading private market priority for European insurers, with 58% planning to…- Pantheon International: Sharper portfolio, stronger ... — Proactive Investors
Pantheon International: Sharper portfolio, stronger performance | LSE:PIN
# Pantheon International: Sharper portfolio, stronger performancePublished: 14:15 04 Aug 2026 BSTPantheon International PLC (LSE:PIN, FRA:PAA0) lead manager Charlotte Morris tells Proactive's Stephen Gunnion the company has made strong progress on its strategic priorities over the past year, becoming a more active…- APG acquires 37.5% stake in European data centre platform NorthC - The Deal Wire — The Deal Wire
APG acquires 37.5% stake in European data centre platform NorthC - The Deal Wire
# APG acquires 37.5% stake in European data centre platform NorthCThis article is repurposed from the following original source. It is provided for informational purposes only and does not constitute legal advice. Review our content policy for more details.Global law firm Freshfields has advised APG—acting on…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo - Reinsurance News — Reinsurance News
- India PE/VC Slumps 36%, but Data Centres Catch the Bid — August 04, 2026
EY-IVCA’s Q2 2026 India PE/VC roundup puts investment at a six-year low, with first-half infrastructure and real estate down 47%; Savills’ data-centre read shows where private capital is still finding conviction.
In this episode- India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today — Communications Today
India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today
Connect with usAccording to the EY-IVCA monthly PE/VC roundup, 2Q2026 recorded the lowest quarterly private equity and venture capital investments in the past six years in value terms.Vivek Soni, Partner and National Leader, Private Equity Services, EY India said, “1H2026 recorded US$20.5 billion in PE/VC…- How data centres became India's top real estate PE investment destination — The Indian Express
How data centres became India's top real estate PE investment destination
skip to content# Why rising private equity investments for data centres could impact India’s real estate sector## PE investment in India’s real estate sector rose 25% year-on-year to $2 billion in April-June, with data centres receiving 38% of it. This surpassed the traditional frontrunner segment of office-led…- Step Back — When an investor sells an infrastructure fund stake on the secondary market, what is the buyer actually taking on beyond the assets’ current value—future cash flows, fees, liabilities, and uncertainty—and how do those risks get reflected in the price?Background sources
- Infrastructure Secondaries Are Becoming Structural: Why Operational Execution Is Now the Deciding Factor - Alter Domus — Alterdomus
- What Factors Influence Pricing in the LP-led Secondaries Market? — Commonfund
- Infrastructure secondaries | Allianz Global Investors — Allianz Global Investors
- Infrastructure Secondaries Are Becoming Structural: Why Operational Execution Is Now the Deciding Factor - Alter Domus — Alterdomus
- Continuation Funds: Ethics in Private Markets, Part I — Cfainstitute
Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today — Communications Today
- GCP Infra’s 13% Wind Premium Meets a $250B Secondaries Forecast — August 03, 2026
GCP Infrastructure Investments put onshore wind disposals at a 13% NAV premium, while William Blair frames a $250 billion 2026 secondary-market forecast and Goldman pitches hybrid-capital lifelines for private equity liquidity.
In this episode- REG - GCP Infra Inv Ltd - Investor Report at 30 June 2026 — TradingView News — RNS
REG - GCP Infra Inv Ltd - Investor Report at 30 June 2026 — TradingView News
# REG - GCP Infra Inv Ltd - Investor Report at 30 June 2026RNS Number : 8388O GCP Infrastructure Investments Ltd 03 August 2026GCP Infrastructure Investments Limited("GCP Infra" or the "Company")LEI 213800W64MNATSIV5Z47Quarterly investor update3 August 2026GCP Infra is pleased to announce the publication…- 2026 Secondary Market Report — William Blair
## 2026 Secondary Market Report
In This Report Secondaries Set Records Once Again in 2025Highlights and Analysis From William Blair's Private Capital Advisory TeamSecondary volumes reached $220 billion in 2025, another record year that exceeded expectations—with no signs of slowing in 2026.William Blair Private Capital AdvisoryWinter 2026 Secondary Market Report1. Source: William Blair…- Goldman Sees Lucrative Lifelines in Easing Private Equity Logjam — Advisor Perspectives
# Goldman Sees Lucrative Lifelines in Easing Private Equity Logjam
Published: 2026-07-31T18:27:30+00:00Source: advisorperspectives.com (advisorperspectives.com)Language: en## StoryGoldman Sachs Group Inc. is looking to capitalize on helping private equity clients saddled with bets they can’t exit. The bank’s asset-management arm is raising some of its biggest funds to help cash-strapped…- Sources: Brookfield Infrastructure is interested in a $5 billion purchase of Canadian pipeline operator NorthRiver. — Maritime Professional
Sources: Brookfield Infrastructure is interested in a $5 billion purchase of Canadian pipeline operator NorthRiver.
# Sources: Brookfield Infrastructure is interested in a $5 billion purchase of Canadian pipeline operator NorthRiver.by Logistics News updated July 31, 2026 11:02 AMPeople familiar with the matter say that Brookfield Infrastructure Corp. is looking at a possible sale of…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
9 min - REG - GCP Infra Inv Ltd - Investor Report at 30 June 2026 — TradingView News — RNS
- GLIL Takes 30% of Sølvtrans as CV Process Scrutiny Builds — July 31, 2026
GLIL Infrastructure will buy 30% of Sølvtrans from Antin as infrastructure secondary liquidity keeps shifting from broad market growth to process-heavy execution, with continuation-fund governance scrutiny and Wendel’s NAV update rounding out the allocator picture.
In this episode- Antin to sell minority stake in Sølvtrans to GLIL, bringing in a new long-term partner for the wellboat operator's next growth phase | MarketScreener Hong Kong — MarketScreener
Antin to sell minority stake in Sølvtrans to GLIL, bringing in a new long-term partner for the wellboat operator's next growth phase | MarketScreener Hong Kong
ANTIN INFRASTRUCTURE PARTNERSAdd to my listAdd to a list PDF Report## Antin Infrastructure Partners## Stocks## ANTIN## FR0014005AL0## Investment Management & Fund Operators| Real-time Euronext Paris Other stock markets…- Infrastructure Secondaries: The $25B Market to Know — Angel Investors Network
# Infrastructure Secondaries: The $25B Market Accredited Investors Are OverlookingInfrastructure secondary deal volume hit $25 billion in 2025, more than doubling from $11 billion in 2023. Buyers acquire existing stakes in private infrastructure funds at discounts to net asset
# Building a Defensible Process: GP-Led Continuation Fund Transactions in 2026#### Introduction and Executive SummaryGeneral partners (“GPs”) executing…- Wendel H1 2026 slides: NAV rises 2.6%, €450m returned to shareholders By Investing — Investing
# Wendel H1 2026 slides: NAV rises 2.6%, €450m returned to shareholders By Investing
Published: 2026-07-30T15:44:16+00:00Source: ng.investing.com (ng.investing.com)Language: en## StoryFrench investment firm ( ) presented its first-half 2026 results on July 30, 2026, showcasing solid momentum across both its asset management and principal investment businesses. The company reported fully…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - Antin to sell minority stake in Sølvtrans to GLIL, bringing in a new long-term partner for the wellboat operator's next growth phase | MarketScreener Hong Kong — MarketScreener
- Bain’s $4B Bridge stake sale spotlights infra liquidity — July 30, 2026
Bain Capital is exploring a roughly 50% sale of Bridge Data Centres that could value the platform above $4 billion, drawing Sixth Street, SK Telecom, GIC and La Caisse as data-centre demand keeps infra liquidity in focus.
In this episode- Bain explores partial exit from Bridge Data Centres - Private Equity Wire — Private Equity Wire
Bain explores partial exit from Bridge Data Centres - Private Equity Wire
MenuSearchSearchMenu## FORWARD FEATURES CALENDARMenu- Deals, IntelShare this article?## NEWSLETTER## Like this article?Sign up to our free newsletter## SIGN UP NOW# Bain explores partial exit from Bridge Data Centres- July 29, 2026- - 8:40 amPrivate equity firm Bain Capital is attracting strong…- Step Back — When Evercore’s review says an infrastructure fund stake traded at a discount or premium to NAV, what exactly is that price being measured against—and how can the NAV reference date, interim distributions, and valuation lags change the real economics of the deal?Background sources
- Secondary Market Review — Evercore
- Infrastructure Secondaries Are Becoming Structural: Why Operational Execution Is Now the Deciding Factor - Alter Domus — Alterdomus
- Continuation Funds in Private Equity: Prevalence, Valuation Frictions, and the Emerging Disputes Playbook - Lexology — PwC - Chris Polson
- DFIs are unlocking liquidity and mobilising private capital — Pinsent Masons Out-Law
DFIs are unlocking liquidity and mobilising private capital
Skip to main content## Out-Law / Your Daily Need-To-Know# DFIs are unlocking liquidity and mobilising private capitalDFIs may wish to consider utilising secondary sales as a means to encourage private investment. iStock/mbbirdy---29 Jul 2026, 1:50 pmPrivate market funds in developing countries play an important role in…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
8 min - Bain explores partial exit from Bridge Data Centres - Private Equity Wire — Private Equity Wire
- Evercore Counts Record $121B H1 Secondaries Market — July 29, 2026
Evercore’s H1 2026 Secondary Market Review puts first-half deal volume at a record $121 billion, with GP-led transactions at $65 billion and LP-led sales at $56 billion as dry powder tightens and fundraising targets swell.
In this episode- Secondary Market Review — Evercore
H 1 202 6
## Secondary## Market Review#### PRIV ATE CAPITAL ADVI SORY##### July 2026Trends, volumes and outlook for the global secondary marketH1 2026 A T A G L A N C ET O T A L S E C O N D A R Y V O L U M E$121bn ▲ +19% YoYG P - L E D V O L U M E $65bn ▲ +35% YoYL P - L E D V O L U M E $56bn ▲ +4% YoYE S T . D R Y P O W D E R $194bn ▼ -10% YTDH 2 F U N D R A I S I N G T A…- 2026 Mid-Year Update: Valuation & Advisory North American… | Newmark — Newmark
2026 Mid-Year Update: Valuation & Advisory North American… | Newmark
SolutionsOffices & PeoplePropertiesResourcesAboutAmericasAsia-PacificEuropeMiddle East- Insights>- Market Reports>- 2026 Mid-Year Update: Valuation & Advisory North …# 2026 Mid-Year Update: Valuation & Advisory North American Market SurveyJuly 28, 2026Newmark Valuation & Advisory has released the…- SA Needs a Private Equity Secondary Market | Business explainer — Business explainer
SA Needs a Private Equity Secondary Market | Business explainer
Close MenuFacebook X (Twitter) InstagramFacebook X (Twitter) InstagramSubscribeFollow UsDylan Cunard, Director at Werksmans AttorneysShareSouth Africa is sitting on a growing backlog of mature private equity assets that managers cannot exit and investors cannot access. The global solution already exists but we are not…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
7 min - Secondary Market Review — Evercore
- Keppel Infrastructure Trust’s H1 income dip leads listed-infra check — July 28, 2026
Keppel Infrastructure Trust posted $101.1 million of H1 distributable income, down 15.3% but up 1.2% excluding last year’s divestment gain, while IIF’s refinancing move sharpens the listed-infrastructure valuation picture.
In this episode- KIT distributable income falls 15.3% to $101.1m in H1 | Singapore Business Review — Singapore Business Review
KIT distributable income falls 15.3% to $101.1m in H1 | Singapore Business Review
Commercial Property Markets & InvestingStaff ReporterPhoto from ShutterstockExcluding a one-off divestment gain a year earlier, DI rose 1.2%.Keppel Infrastructure Trust (KIT) recorded distributable income of $101.1m for the first half of 2026, down 15.3% from $119.4m a year earlier.Excluding a one-off…- Industrial & Infrastructure Fund Investment (TSE:3249) Following Its Refinancing Move Is The Valuation Case Changing - Simply Wall St News — Simply Wall St
Industrial & Infrastructure Fund Investment (TSE:3249) Following Its Refinancing Move Is The Valuation Case Changing - Simply Wall St News
Simply Wall St HomepageAdvertisementIndustrial & Infrastructure Fund Investment (TSE:3249) has outlined a refinancing move that replaces an upcoming loan maturity with two new floating rate facilities, extending its debt schedule and clarifying near term…Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email [email protected].
6 min - KIT distributable income falls 15.3% to $101.1m in H1 | Singapore Business Review — Singapore Business Review
About Infrastructure Secondaries Daily
From the publisher's feed
Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and…
tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a clean transfer from a compliance headache. Co-host Theo brings the allocator's interrogation: who is the forced seller, who is the smart buyer, and whether a GP-led continuation vehicle is a genuine value-creation story or a markdown-deferral dressed in secondaries language. LPAC votes, fairness opinions, adviser conflicts, and the interests of the pension funds and endowments whose capital underlies every deal get full air time. No liquidity-solution boilerplate, no 'priced at NAV' without an as-of date, no GP spin without pushback. Infrastructure secondaries market data, infra fund liquidity, private markets secondary pricing — every episode, every weekday.