CBRE IM says private infrastructure posts 12.2% one-year return as digital, renewables drive deal flow
CBRE•CBRE Investment Management said the MSCI Global Quarterly Private Infrastructure Asset Index returned 12.2% for the year through Q1 2026, gross of fees. Interim infrastructure fundraising reached about $190 billion year-to-date in 2026, nearly triple 2025 levels.
1. Returns and deal flow
CBRE Investment Management flagged sustained private infrastructure momentum through Q3 2026, supported by AI-driven capital spending, energy transition demand and contracted cash flows. The Cambridge Associates Infrastructure Fund Index showed one-year returns through Q1 2026 of 10.4% for core and core-plus funds, net of fees, and 7.9% for value-add funds. Private infrastructure investment exceeded $800 billion in the first half of 2026, while greenfield volumes doubled in two years, led by data centers.
