Blurring Boundaries Between Real Estate and Infrastructure Signal a New Investment Era
By uniting these sectors, KKR aims to create a more compelling and versatile portfolio, with opportunities for collaboration across logistics, retail, data centers, and energy delivery, all of which can enhance operational efficiency and profitability for high-end properties.This integrated approach is not isolated to KKR. The broader investment community is increasingly embracing strategies that transcend traditional silos. Pension plans, for example, are adopting a total portfolio approach, which seeks to optimize overall performance by aligning investment team objectives and avoiding “suboptimization," where individual departments excel at the expense of the...



