Sector Investment 24 Hours

Last updated: May 22, 2026, 5:37 AM ET

Institutional Investment Shifts

Sumitomo Mitsui DS is adopting a more conservative approach to fund selection with diversification as a strong priority, reflecting broader caution among Japanese asset managers. Meanwhile, Australian superfunds are returning to real estate after CSC's Glenn Riley declared "the market has turned," with the investor planning increased deployment as relative value re-emerges in the asset class.

Real Estate Market Evolution

Blackstone's BXDC launched as a public REIT targeting hyperscale data center assets, potentially providing the exit opportunity that data center managers have awaited amid soaring demand. Platform-level secondaries are entering the mainstream according to CBRE IM research, with global transaction volume increasing last year as larger-scale liquidity structures become a growing feature of the market.