Sector Investment 3 Days

Last updated: May 14, 2026, 2:30 AM ET

Private Equity & New Entrants

A new player, Mako Capital Group, announced its launch from Miami, positioning itself as a private equity firm focused on acquiring lower-middle market companies within the U.S. healthcare, financial, and service sectors. This launch coincides with broader institutional shifts, as Macquarie Group reported that its profit jumped, driven by "substantially higher performance fees," citing investor migration toward assets like infrastructure amid market volatility. Elsewhere, Japanese buyout specialist Advantage is targeting a doubling of its assets under management by expanding its focus into corporate-owned real estate following its entry into the asset class last month.

Real Estate Deployment & Strategy

Major asset managers are actively adjusting strategies and preparing for significant deployment across various real estate sub-sectors. BNP Paribas Asset Management Alternatives successfully amassed €3bn for a European credit strategy aimed at value-add deals, targeting high single-digit internal rates of return by lending against transitional properties. Concurrently, AEW Europe, under new CEO Vanessa Roux-Collet, plans to diversify its product range beyond traditional core and core-plus strategies within the European market. In the UK, Newcore secured approximately £100m in equity commitments for the first close of its sixth infrastructure fund focused domestically.

Data Centers & Digital Infrastructure Fundraising

The demand for digital infrastructure is spurring large-scale private fundraising efforts, setting up potential clashes between public and private valuations. Listed data center giant Digital Realty is charting a major private fundraising push, including an incoming U.S. open-end fund aiming for a cornerstone capital raise of up to $3bn. This activity occurs as Brookfield anticipates a "very rapid acceleration" in the real estate recovery, with the firm’s president expecting to execute $20bn worth of transactions in the asset class over the next two months. Further leveraging deployment expectations, KKR has secured its largest ever infrastructure fund, while Brookfield prepares for what it views as the "greatest deployment environment in history."

Institutional Mandates & Hospitality Moves

Institutional investors are reassessing existing allocations, particularly within real estate. The Ohio School Employees Retirement System (SERS) CIO indicated a need to reduce real estate exposure after performance failed to meet benchmarks, stressing that successful managers in the sector must now act as "effective operators." Meanwhile, in Asia, Pro-invest acquired the A$100m Coogee Sands Hotel & Apartments near Sydney, marking the beginning of a strategy to reposition hospitality assets into alternative forms of temporary accommodation. Furthermore, reforms under consideration in Australia could unlock more capital for affordable housing strategies through the introduction of an ‘emerging covered asset class’ following performance test overhauls analysts are considering.

Infrastructure & Healthcare Spend

Infrastructure investment remains a core focus amid volatility, while specific healthcare verticals show concentrated drug spending patterns. Macquarie Group saw its profits climb due to the higher performance fees generated from infrastructure mandates, as investors seek stability in the volatile environment. In healthcare, analysis suggests that investors should closely monitor prescription drug spending, as oncology accounts for roughly 40% of the national drug spend, with distributors building ecosystems around these high-value treatments, closely followed by retina-related expenditures.