Pasar sekunder infrastruktur mencetak rekor
Narasi baru dengan cakupan terbatas — masih terbentuk.
Linimasa Sentimen
Linimasa Peristiwa
Hipotesis
Infrastructure secondaries deal volume will reach $45-55B in 2025, representing a 20%+ increase from 2024, as portfolio longevity issues force earlier secondary market participation.
Secondaries-focused infrastructure funds will close at least 3 mega-deals (>$1B each) within the next 6 months, as GPs seek liquidity for aging infrastructure portfolios with extended investment horizons.
Infrastructure secondaries fund managers will report AUM growth exceeding 25% YoY by Q2 2025, driven by increased LP demand for extended holding periods and infrastructure asset longevity.