-+ 0.00%
-+ 0.00%
-+ 0.00%

Gravis says infrastructure gains traction as core institutional allocation amid real estate headwinds

PUBT·06/22/2026 12:02:17
Listen to the news
Gravis says infrastructure gains traction as core institutional allocation amid real estate headwinds
  • Gravis Capital Management analysis dated 21.06.26 flagged rising institutional conviction in infrastructure as a core private-markets allocation.
  • Aviva Investors’ 2026 Private Markets Study put real estate at about 38% of institutional private-markets allocations, versus about 21% for infrastructure.
  • Infrastructure equity showed the strongest net increase in allocation intentions; infrastructure debt continued to gain traction.
  • Key drivers cited: energy transition, electrification, digital connectivity; higher rates pressured property valuations, while infrastructure cash flows looked more contractual.
  • Inflation-linked revenue structures, insurer capital rules, UK Mansion House reforms cited as tailwinds; real estate repricing seen creating selective entry points.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on June 21, 2026, and is solely responsible for the information contained therein.