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Sector Investment 24-Hour Briefing

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Market Moves

La Caisse appointed a real estate asset management lead in Europe, filling a key role previously held at Legal & General. Vision Ridge saw its European head, Moubarak, expected to depart after less than two years leading expansion post-London office opening.

Institutional Shifts

SMFL MIRAI Partners plans to diversify portfolio with $300m-$500m allocated across funds in 2026. The real estate sector faces potential REIT take-private slowdown amid shifting market dynamics.