Sector Investment 3 Days

Last updated: May 13, 2026, 11:30 PM ET

Private Equity & New Entrants

Mako Capital Group announced its official launch from its Miami headquarters, the private equity firm immediately signaling its intent by investing in Mangrove Health. Mako specializes in acquiring lower-middle market U.S. companies across the healthcare, financial, and services sectors, marking a new entrant in the specialized PE space. Elsewhere in dealmaking, KKR unveiled its largest infrastructure fund to date, while EQT established a $1.3bn joint venture focused on cold storage logistics, signaling aggressive capital deployment strategies across core alternative asset classes.

Real Estate Strategy Shifts & Deployment

Global real estate managers are actively recalibrating strategies amid shifting market conditions, with AEW Europe planning to broaden its product range beyond traditional core and core-plus strategies under its new CEO, Vanessa Roux-Collet. This move contrasts with the aggressive focus on value-add lending by BNPP AM Alts, which has amassed €3bn for a European credit strategy aimed at securing high single-digit IRRs by financing transitional assets. Meanwhile, the world’s largest data center REIT, Digital Realty, is charting a major private fundraising push, targeting a cornerstone raise of up to $3bn for a new U.S. open-end fund.

Institutional Investor Outlook & Benchmarks

Pension funds are re-evaluating existing allocations, exemplified by the Ohio State Teachers Retirement System (SERS), whose Chief Investment Officer indicated a need to reduce overall real estate exposure after recent performance failed to meet benchmarks. The CIO stressed that successful future managers in the asset class must demonstrate capabilities as ‘effective operators,’ a theme resonating as Brookfield witnesses a 'very rapid acceleration' in real estate recovery, with the firm expecting to deploy $20bn in transactions over the next two months. In Asia, Japan’s Advantage is looking to real estate to help double its assets under management, focusing specifically on corporate-owned property opportunities following its expansion into the asset class last month.

Infrastructure & Alternative Capital Flows

The current volatile environment is driving investors toward defensive sectors, with Macquarie Group reporting that substantially higher performance fees fueled a jump in profit, as investors increasingly seek infrastructure assets. This appetite is being met by managers like Newcore, which successfully secured the first close for its sixth social infrastructure fund, gathering approximately £100m in equity commitments focused on UK opportunities. Concurrently, Australian policy shifts may unlock further capital for residential strategies, as reforms under consideration could classify housing as an ‘emerging covered asset class,’ potentially leading to greater investment flowing into affordable housing projects.

Sector Specific Investment Themes

In healthcare investment, sector specialists are keenly observing drug expenditure trends, with Oncology commanding roughly 40% of the national drug spend, closely followed by Retina treatments. Analysts suggest that following this drug spend reveals where distributors are actively building ecosystems around high-value therapeutics. On the transaction front, Pro-invest successfully acquired the A$100m Coogee Sands Hotel & Apartments near Sydney, marking the initial step in a strategy to repurpose existing hospitality assets into different forms of temporary accommodation, indicating a tactical repositioning within the hospitality sub-sector.