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Sector Investment 24 Hours

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Last updated: May 19, 2026, 8:34 PM ET

Sector Investment

Investors are racing to capture niche real estate upside as Canadian pension giant CPP Inve pushes its last‑mile strategy, while Heitman expands into self‑storage to tap rising demand, and Step Stone Real Estate faces scrutiny after lagging returns reveal heightened risk aversion among managers. These moves illustrate a broader shift toward specialized properties that promise higher yields amid cap‑rate compression, yet expose fund managers to sharper volatility as performance metrics come under sharper investor scrutiny.