Sector Investment 24-Hour Briefing

Real Estate Developments

LADWP is accelerating its real estate deployment, aiming to invest $500 million this year to boost exposure. ART plans to double its real estate program over the next five years, targeting US and European markets.

Infrastructure Trends

LPs are showing reduced interest in the US market as capital shifts elsewhere under Trump's second term. OMERS faces challenges with Europe and renewables dragging performance, while Quinbrook hires an Australia MD amid Norway's SWF reporting 18.1% returns.

Healthcare Investments

Ascend Capital Partners closed Fund II with $791 million, surpassing its $700 million target, signaling strong investor confidence in healthcare.