Some of the world’s largest institutional investors are considering ways to play the next real estate cycle with a core focus on private infrastructure and private real estate, according to the results of a survey by Nuveen.
Participants in the survey represented 800 institutions managing $19 trillion in assets. The survey examined “how evolving perspectives on market, geopolitical and climate-related issues influence asset allocation decisions.” It revealed that investors are looking for long-term growth opportunities in real estate and infrastructure that provide attractive returns and effective inflation hedges, amid concerns about deficits, trade policy and the risk of structural inflation.
Allocations to private infrastructure rose from 35% to 50% and to private real estate from 24% to 37% between 2024 and 2025. German and EMEA (Europe, the Middle East and Africa) investors are especially interested in private real estate.
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