Investment Summit Videos › 2026
Capital Flows into Real Assets: Where Private Equity Is Finding Conviction
About this session
As capital returns selectively to infrastructure and real estate, private equity investors are prioritising assets with resilient income and long-term demand fundamentals. Across Europe and the GCC, opportunities are emerging in logistics, energy transition, and urban redevelopment. How are GPs identifying scalable platforms while managing execution risk in complex market conditions? What differentiates successful strategies today: yield stability, growth potential, or strategic positioning? How is private equity driving value creation in real assets amid shifting capital flows and macro uncertainty?
Speakers
- Sara Sulaiman – Managing Director Macquarie
- Constantinos Economou – Senior Managing Director Capital Dynamics
- Edward Jackson – Head of UK Pictet Direct Real Estate Pictet Group
- James Jacobs – Managing Director-Global Head of Real Assets Lazard
- Una Protic – Senior Director Investment Hines
Chapters
- 0:00 Introductions
- 4:30 What is driving capital into real assets
- 10:59 Real assets in portfolios today
- 15:18 The energy sector
- 21:59 What makes a good real asset investment today
- 29:33 Real assets struggling to attract capital
- 34:04 Has the focus shifted back to returns?
- 41:46 LP-GP alignment
- 44:24 Higher-conviction themes for the year ahead
Next Summit
UK-GCC Private Capital 3rd Annual Investment Summit
13 May 2027 · Royal Lancaster Hotel, London
UK-GCC Private Capital is an investor-led platform for asset owners and asset managers, LPs and GPs, private equity, sovereign wealth funds, family offices, investment funds, financial institutions and growth-driven businesses across the UK, GCC, Europe and the US.