Five themes shaping inbound investment into U.S. real estate, AI and energy infrastructure as we move through 2026.
Inbound capital into the United States is up sharply in the first half of 2026, but the composition is shifting. Five themes stand out from our conversations with sovereign and family-office allocators.
1. Power and the AI build-out
Data center capacity is the new beachfront real estate. Investors with energy expertise are increasingly co-investing alongside hyperscalers.
2. Reshoring infrastructure
Industrial real estate near logistics corridors continues to outperform — particularly assets serving the new generation of advanced manufacturing.
3. Healthcare services consolidation
Multi-site clinics with proven unit economics are attracting both private equity and strategic acquirers from the Gulf and Europe.
