Sector Investment 3 Days

Last updated: May 13, 2026, 8:30 PM ET

Private Equity & Asset Management Launches

A new entrant, Mako Capital Group, has officially launched from its Miami base, positioning itself as a private equity firm focused on acquiring lower-middle market companies across U.S. healthcare, financial, and other services sectors. This launch arrives as established managers are seeking specialized exposure, particularly in healthcare, where oncology commands nearly 40% of national drug spend, creating an ecosystem around distributors that specialized investors are keen to tap into. Concurrently, in Europe, BNPP AM Alts successfully amassed €3bn for a dedicated credit strategy, aiming to generate high single-digit IRRs by providing financing against transitional real estate assets.

Real Estate Investment Strategies

The global real estate sector is seeing managers adjust mandates amid volatility, with AEW Europe planning to diversify its product range beyond traditional core and core-plus strategies under its newly promoted CEO, Vanessa Roux-Collet. This shift mirrors broader investor sentiment, as the Ohio school pension fund (SERS) is actively seeking to reduce its overall real estate exposure after internal managers failed to meet established performance benchmarks, suggesting a need for managers who are effective operators rather than passive holders. In contrast, infrastructure investment is gaining traction; Macquarie Group's CEO noted that investors are increasingly turning toward alternatives like infrastructure amidst the current uncertain environment, which has helped drive a jump in Macquarie’s profit, partly due to substantially higher performance fees.

Data Center & Digital Infrastructure Fundraising

Major institutional players are making aggressive private market pushes into digital infrastructure, with Digital Realty charting a major fundraising effort across several fund series. The largest data center REIT globally is targeting an initial cornerstone raise of up to $3bn for a new U.S. open-end fund, signaling strong appetite for high-quality, listed assets making a private fundraising push, alongside the private market activity detailed elsewhere by Blueprint reports. Separately, on the operational side, Newcore secured approximately £100m at the first close of its sixth social infrastructure fund, which is focused exclusively on development and investment opportunities within the United Kingdom market.

Transaction Activity and Geographic Focus

Major global dealmakers continue to signal confidence in near-term deployment, with Brookfield’s President expecting to execute $20bn worth of real estate transactions within the next two months, anticipating a "very rapid acceleration" in the recovery of the asset class. This transactional focus is being mirrored regionally; Pro-invest acquired the A$100m Coogee Sands Hotel & Apartments near Sydney, marking the initial move in a strategy to reposition hospitality properties into alternative temporary accommodation formats. Furthermore, Japanese buyout specialist Advantage is eyeing real estate to help double its Assets Under Management, focusing specifically on opportunities arising from corporate-owned properties, while reforms in Australia may unlock greater capital for affordable housing by designating it an ‘emerging covered asset class’ overhauling performance tests.