Sector Investment 24 Hours

Last updated: July 14, 2026, 2:30 PM ET

Real Estate Sees Strategic Bets Amidst Shifting Landscape

La Caisse has committed $3.3bn to US real estate since the start of 2025, signaling a strategic pivot towards higher returns. This move comes as struggle to distribute capital, with 2019-23 vintages returning 50% or less of invested capital, a stark contrast to the 2016-18 vintages which fully returned capital. PIMCO highlights real estate's ongoing "fight for relevance" in the age of AI, emphasizing the need for assets capable of hosting future tenants.

Infrastructure Fundraising Slows Amidst Consolidation

Infrastructure fundraising reached a new low in the first half of 2026, with $40.8bn raised, significantly down from $71.6bn in the same period of 2024. Amidst this slowdown, CalSTRS and Nuveen have formed a $2bn strategic partnership focused on debt and "adjacent opportunities" within Nuveen's energy platform. Separately, Campbell Lutyens has appointed new global co-heads for infrastructure, coinciding with the preparation for a $575m merger with Lazard.

Healthcare Sector Attracts Growth Capital

TA Associates has invested in AIRS Medical, a growth investment aimed at accelerating the company's global expansion in the healthcare and life sciences sector.