Sector Investment 3 Days

Last updated: May 12, 2026, 11:30 AM ET

Global Real Estate Strategy Shifts & Fundraising

Major institutional players are actively refining investment mandates and pushing aggressive fundraising targets across global real estate markets, signaling confidence in a sector recovery. Brookfield’s president anticipates executing $20bn worth of transactions in the coming two months, seeing a "very rapid acceleration" in the asset class. Concurrently, AEW Europe is pivoting its strategy under new CEO Vanessa Roux-Collet to move beyond traditional core/core-plus investments and actively diversify its product range across the continent. In Asia, Japanese buyout specialist Advantage is targeting a doubling of its Assets Under Management, focusing its relatively new real estate arm on corporate-owned properties. These moves come as global infrastructure fundraising continues apace, with Digital Realty launching a significant private capital push, targeting a cornerstone raise of up to $3bn for a new U.S. open-end data center fund series .

Hospitality & Alternative Real Assets

Capital deployment is targeting repositioning opportunities, particularly within the hospitality sector and specialized infrastructure. Pro-invest completed an acquisition of the A$100m Coogee Sands Hotel & Apartments near Sydney, marking the beginning of a strategy focused on repositioning such hospitality assets into alternative temporary accommodation formats. Meanwhile, UK-focused managers are securing initial commitments for niche funds; Newcore achieved a first close for its sixth social infrastructure fund, locking in approximately £100m in equity commitments. This focus on specialized assets may soon expand in Australia, where proposed performance test overhauls could introduce an ‘emerging covered asset class,’ potentially unlocking further capital for affordable housing strategies.