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Sector Investment 24 Hours

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Last updated: May 19, 2026, 5:31 PM ET

Sector Investment

Canadian pension giant CPP Investments accelerated its last-mile logistics push while Heitman pursued self-storage expansion amid surging demand for specialty real estate assets, with purpose-built student accommodation deals also delivering windfalls for early movers. However, lagging performance across traditional property funds has intensified scrutiny of manager risk-taking, as Step Stone Real Estate's Jeff Giller warned investors are increasingly questioning fee structures and underperformance that has left many managers facing losses.