Sector Investment 3 Days

Last updated: May 13, 2026, 5:30 PM ET

New Entrants & Sector Focus in Private Equity

A new player, Mako Capital Group, has formally launched from its Miami base, specializing in private equity acquisitions targeting the lower-middle market across U.S. healthcare and financial services. This launch occurs as specific sectors continue to attract focused investment interest; for instance, in healthcare, analysts tracking drug expenditures observe that oncology accounts for roughly 40% of the national drug spend, with distributors actively building ecosystems around this area. Elsewhere, Japanese buyout specialist Advantage Capital is planning to double its assets under management by expanding into real estate, a move that follows its recent entry into the asset class last month and will focus on corporate-owned opportunities.

Real Estate Reallocation & Fundraising Momentum

Institutional investors are actively re-evaluating property allocations, exemplified by the Ohio school pension seeking to reduce its overall real estate exposure after its managers failed to meet established benchmarks, suggesting a shift toward managers who function as ‘effective operators.’ This sentiment contrasts with active capital deployment in transitional assets, where BNPP AM Alts successfully amassed €3bn for its latest European credit strategy, aiming to generate high single-digit internal rates of return by lending against real estate undergoing transformation. On the infrastructure front, Newcore secured approximately £100m in equity commitments for the initial close of its sixth fund dedicated to UK social infrastructure projects.

Data Center Expansion & Hospitality Repositioning

The digital infrastructure space is seeing pronounced private market fundraising efforts, with listed giant Digital Realty charting a significant push, targeting up to a $3bn cornerstone raise for an incoming U.S. open-end fund series. This private fundraising push contrasts with the public market, as listed data center REITs face renewed competition in the capital-raising arena. In hospitality, Pro-invest initiated its strategy to reposition temporary accommodation assets by acquiring the A$100m Coogee Sands Hotel & Apartments near Sydney. Furthermore, AEW Europe, under its new CEO Vanessa Roux-Collet, is actively planning to diversify its investment product range beyond traditional core and core-plus strategies across the European continent.

Market Outlook & Transaction Velocity

The broader real estate recovery is anticipated to accelerate rapidly, with Brookfield expecting to execute $20bn worth of transactions in the asset class over the next two months, signaling high confidence from major property players. This transactional activity may be supported by regulatory shifts, as proposed reforms in Australia could unlock greater capital for affordable housing strategies through the introduction of an ‘emerging covered asset class,’ providing a new avenue for performance test overhaul. The active deal environment underscores the current appetite for transactional volume, even as some public-listed entities like Digital Realty pivot to private capital mobilization.