Infrastructure Secondaries Daily

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 1. Morning briefing: Murray International makes 10.5% return in first half; TRIG to continue share buybacks while discount "elevated" - QuotedData [https://quoteddata.com/2026/08/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" - 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… 2. Mitsubishi Estate settles $400m sale to Mercer super fund [https://www.businessnewsaustralia.com/articles/mitsubishi-estate-settles-400m-sale-to-mercer-super-fund-of-stake-in-stockland-senior-living-joint-venture.html] — 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 venture By Business News Australia 7 August 2026 Mitsubishi 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… 3. Illinois Teachers backs $750m Locus Point healthcare real estate debt vehicle | News | Real Assets [https://realassets.ipe.com/news/illinois-teachers-backs-750m-locus-point-healthcare-real-estate-debt-vehicle/10138070.article] — 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 vehicle By Jon Peterson 2026-08-07T08:44:00 Pension fund also makes debut $100m commitment to Partners Group infra secondaries fund PropertyEU has now merged with IPE Real Assets Registration will give you access to the… 4. Trust Spot: 3i Group and RIT Capital Partners rally as technology trusts beat a retreat in July - QuotedData [https://quoteddata.com/2026/08/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 - 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 Lumsden 3i 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 [https://podcasts.apple.com/us/podcast/infrastructure-secondaries-daily/id1896918876] or Spotify [https://open.spotify.com/show/033wJS6XmVDEAHcZUIOEPi]. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com [infrastructure-secondaries-daily@lanternpodcasts.com].

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 1. Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo [https://propmodo.com/starwood-reit-sells-1-billion-stake-in-apartments-to-free-redemption-pressures/] — Propmodo Starwood REIT Sells $1 Billion Stake in Apartments to Free Redemption Pressures - Propmodo SHARE 22 hours ago Aug. 4, 2026 6:07 pm Apollo 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 [https://podcasts.apple.com/us/podcast/infrastructure-secondaries-daily/id1896918876] or Spotify [https://open.spotify.com/show/033wJS6XmVDEAHcZUIOEPi]. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com [infrastructure-secondaries-daily@lanternpodcasts.com].

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 1. Q2 2026 Digital M&A Market Report | Flight to Control [https://www.acquiry.com/q2-2026-digital-ma-market-report/] — Acquiry Q2 2026 Digital M&A Market Report | Flight to Control Digital M&A # The Flight to Control:Q2 2026 Digital M&A Market Report By Joash Boyton, Founder & Managing Director, Acquiry • August 2026 27 min read Q2 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… 2. 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 [https://www.freshfields.com/en/our-thinking/news/news-search/2026/03/freshfields-advises-apg-on-investment-in-northc] — Freshfields * APG invests in European data center company NorthC - DCD [https://www.datacenterdynamics.com/en/news/apg-invests-in-european-data-center-company-northc/] — Datacenterdynamics * Antin to acquire NorthC, a leading European enterprise colocation data centre platform, from DWS - Antin [https://www.antin-ip.com/media/our-news/antin-to-acquire-northc-a-leading-european-enterprise-colocation-data-centre-platform-from-dws] — nicolle.graugnard * DWS sells NorthC Datacenters to Antin Infrastructure Partners | News | Real Assets [https://realassets.ipe.com/news/dws-sells-northc-datacenters-to-antin-infrastructure-partners/10134211.article] — IPE staff 2025-12-11T12:36:00+00:00 * Dutch government sells nearly half of TenneT Germany for $11.3 billion [https://finance.yahoo.com/news/dutch-government-sells-46-tennet-100257426.html] — Bart H. Meijer, Andres Gonzalez and Christoph Steitz September 24, 2025 3 min read 3. How to Vet a GP-Led Continuation Fund: LP Due-Diligence Guid [https://angelinvestorsnetwork.com/private-equity/how-to-vet-gp-led-continuation-fund] — Angel Investors Network  # How to Vet a GP-Led Continuation Fund Before You Commit Capital Roughly 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 [https://podcasts.apple.com/us/podcast/infrastructure-secondaries-daily/id1896918876] or Spotify [https://open.spotify.com/show/033wJS6XmVDEAHcZUIOEPi]. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com [infrastructure-secondaries-daily@lanternpodcasts.com].

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 1. European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo - Reinsurance News [https://www.reinsurancene.ws/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: Novantigo - Reinsurance News # European insurers prioritising infrastructure debt and structured credit amid Solvency II changes: Novantigo 4th August 2026 - Author: Taylor Mixides - Infrastructure debt has become the leading private market priority for European insurers, with 58% planning to… 2. Pantheon International: Sharper portfolio, stronger ... [https://www.proactiveinvestors.co.uk/companies/news/1096510/pantheon-international-sharper-portfolio-stronger-performance-1096510.html] — Proactive Investors Pantheon International: Sharper portfolio, stronger performance | LSE:PIN # Pantheon International: Sharper portfolio, stronger performance Published: 14:15 04 Aug 2026 BST Pantheon 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… 3. APG acquires 37.5% stake in European data centre platform NorthC - The Deal Wire [https://thedealwire.com/apg-acquires-37-5-stake-in-european-data-centre-platform-northc/] — 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 NorthC This 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 [https://podcasts.apple.com/us/podcast/infrastructure-secondaries-daily/id1896918876] or Spotify [https://open.spotify.com/show/033wJS6XmVDEAHcZUIOEPi]. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com [infrastructure-secondaries-daily@lanternpodcasts.com].

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 1. India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today [https://www.communicationstoday.co.in/indias-pe-vc-investments-hit-six-year-low-in-q2-2026-ey-ivca/] — Communications Today India’s PE/VC investments hit six-year low in Q2 2026, EY-IVCA | Communications Today Connect with us According 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… 2. How data centres became India's top real estate PE investment destination [https://indianexpress.com/article/explained/explained-economics/data-centres-investments-real-estate-india-private-equity-10814725/] — 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… 3. 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 [https://alterdomus.com/insight/infrastructure-secondaries-are-becoming-structural-why-operational-execution-is-now-the-deciding-factor/] — Alterdomus * What Factors Influence Pricing in the LP-led Secondaries Market? [https://www.commonfund.org/cf-private-equity/what-factors-influence-pricing-in-the-lp-led-secondaries-market] — Commonfund * Infrastructure secondaries | Allianz Global Investors [https://www.allianzgi.com/en/insights/how-infrastructure-investors-navigate-secondaries-market] — Allianz Global Investors * Infrastructure Secondaries Are Becoming Structural: Why Operational Execution Is Now the Deciding Factor - Alter Domus [https://alterdomus.com/insight/nfrastructure-secondaries-continuation-vehicles-operational-execution/] — Alterdomus * Continuation Funds: Ethics in Private Markets, Part I [https://rpc.cfainstitute.org/sites/default/files/docs/research-reports/rpc_deane_continuationfunds-ethicsinprivatemarkets_pti_online.pdf] — Cfainstitute Daily TopFive for Infrastructure Secondaries Daily. Links above go to the original articles. Follow and rate Infrastructure Secondaries Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/infrastructure-secondaries-daily/id1896918876] or Spotify [https://open.spotify.com/show/033wJS6XmVDEAHcZUIOEPi]. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com [infrastructure-secondaries-daily@lanternpodcasts.com].