Infrastructure Quarterly Report: Q2 2026

This report was produced by CBRE Investment Management, a member of IPFA.

In this new edition of CBRE IM’s Infrastructure Quarterly Report, we learn how private infrastructure investment continues to accelerate despite an increasingly uncertain geopolitical backdrop, including the developing conflict in the Middle East. The report explores how the rapid adoption of AI is driving expansion in digital infrastructure, while power-related sectors are emerging as dominant forces in investment returns, deal flow and sector strategies. We also learn how investors are positioning for opportunities across key markets, with Europe benefiting from increased defence and energy transition spending, while the US continues to strengthen its technological leadership.

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