Sector Investment 3h Briefing

Last updated: April 1, 2026, 11:30 PM ET

Real Estate Investment Flows

Capital raising for North American real estate strategies hit a five-year low last year, painting a mixed global picture contrasted by weaker target attainment for European property funds. This tightening liquidity is affecting niche sectors where the yield premium is shrinking, as increased investor interest compresses the historical compensation for asymmetric information and limited transaction history, according to Omar Eltorai.