Real Estate as Real Assets: What Does the Blurring of Traditional Investment Lines Mean for Those Chasing Yield?
1By Deb Smith, co-founder and CEO, The CenterCap GroupWhat’s going on with infrastructure? It’s not just utility pipelines and toll roads anymore. Infrastructure is showing up in sectors that used to be the heart of commercial real estate — data centers, logistics parks, healthcare facilities, cold storage, even energy-embedded office campuses. Infrastructure capital is moving in, and it’s reshaping how we think about real estate.This isn’t a story about KKR merging its infrastructure and real estate divisions, or AustralianSuper and Aware Super being early movers in combining each of theirs....



