- EQT plans to invest over $250B in the US within five years—marking a sharp increase from its past activity.
- The firm is prioritizing infrastructure, industrial real estate, and private capital, moving away from office and multifamily assets.
- EQT sees continued opportunity in the US as global investors shift away from dollar-backed assets.
A Record-Setting Move
EQT, the world’s second-largest private equity firm, is expanding its US presence, per Bisnow.
CEO Per Franzen told Bloomberg the company expects to deploy over $250B by 2030. This investment surge reflects a notable shift from previous levels.
The announcement comes just before the firm’s Q3 2025 earnings call, where more details are expected.
Refocusing on Industrial and Infrastructure
Earlier this year, EQT reduced its exposure to US multifamily and office assets. Instead, it is doubling down on infrastructure and industrial real estate. Recent acquisitions include a 4.5M SF portfolio across the Southeast, Midwest, and Texas, as well as a 1M SF distribution center portfolio in Napa Valley.
To support this pivot, EQT sold several office properties, including a 207K SF building in Houston for $42M.
Navigating Economic Headwinds
EQT is moving forward despite a volatile US economy. Factors include a government shutdown, policy uncertainty, and shifting trade dynamics under President Trump. Still, Franzen says global investors are looking beyond dollar-based assets, boosting the appeal of EQT’s European strategy.
What’s Next
In January, EQT rebranded its US real estate arm from EQT Exeter to EQT Real Estate. The change follows its 2021 acquisition of Exeter Property Group.
The $250B commitment shows confidence in US resilience and highlights EQT’s shift toward high-demand sectors like logistics and infrastructure.
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