Sector Investment 24 Hours

Last updated: July 9, 2026, 5:30 PM ET

Real Estate Sector Sees Leadership Shifts and Expansion

Henderson Park to bolster its US expansion strategy. The London-based real estate manager has appointed Tyler Rothenberg as a managing director, adding to a US team that has nearly doubled its workforce since the start of 2024. Meanwhile, Norway’s sovereign wealth fund, NBIM, is outsourcing management of its London and Paris office holdings to Stanhope. This move signals an effort to lift returns by leveraging the expertise of sector specialists. In Asia, Link, Hong Kong's largest listed REIT as its incoming chief executive. While Slater brings experience in private funds, he will not be tasked with leading that specific division at Link. The choice of a European property veteran to lead an Asian REIT, though seemingly unconventional, has been presented as a strategic decision with clear underlying reasons.

Australian Funds Focus on Private Markets and Infrastructure

Australian superfund Rest as part of a broader push into private markets. Marina Pasika, head of private markets, explained the fund’s approach, which avoids rigidly categorizing its portfolio by asset class and extends its thematic investment view to unlisted real estate. Pasika also stated that Rest, viewing the asset class as well-aligned with its long-term investment objectives. The fund’s younger member base is expected to benefit from infrastructure’s extended time horizons.

Infrastructure Performance and Manager Dispersion

Analysis from Infrastructure Investor suggests that mid-market infrastructure assets. However, the performance gap between top-tier and lower-tier large-cap managers is narrower than often perceived. This indicates that while the mid-market offers greater potential for outperformance, the dispersion among large-cap managers is less pronounced.