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Sector Investment 24 Hours

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Last updated: May 19, 2026, 11:31 PM ET

Investment Strategy Shifts

Investors are racing into specialty real estate sectors, with Canadian pension giant CPP targeting last-mile logistics and Heitman pursuing self-storage acquisitions to capitalize on structural demand shifts. Meanwhile, scrutinizing performance metrics intensifies as lagging returns put managers under the microscope, with Step Stone's Jeff Giller noting investors now prioritize transparent, contemporaneous benchmarks over backward-looking IRR figures.