Sector Investment 3 Days

Last updated: May 14, 2026, 8:30 AM ET

Real Estate & Infrastructure Investment Activity

The real estate sector saw heightened activity across private and public spheres, with Brookfield Asset Management expecting to execute $20bn of transactions over the next two months amid what its president described as a "very rapid acceleration" in recovery. This surge in dealmaking contrasts with some institutional managers looking to recalibrate exposures; the Ohio School Employees Retirement System (SERS) is seeking to reduce real estate allocations after recent performance failed to meet benchmarks, with its CIO emphasizing the need for managers to be "effective operators." Meanwhile, listed data center giant Digital Realty is charting a significant fundraising expansion through private channels, aiming for a cornerstone raise of up to $3bn for a new U.S. open-end fund, signaling a divergence in strategy away from purely public capital access.

European asset managers are concurrently adjusting mandates to capture specialized returns. BNP Paribas Asset Management Alternatives successfully amassed €3bn for a European credit strategy focused on lending against transitional real estate, targeting high single-digit internal rates of return. Elsewhere, AEW Europe CEO Vanessa Roux-Collet is planning to diversify the firm’s offerings beyond traditional core and core-plus strategies to capture broader market shifts. In specialized infrastructure, Taaleri launched its fourth renewables fund targeting €1bn, coming just three months after its predecessor closed on €556m, demonstrating sustained investor appetite for energy transition assets.

Further niche strategies are materializing across the UK and Asia-Pacific. Newcore Capital Partners secured approximately £100m in equity commitments for the first close of its sixth social infrastructure fund, focusing exclusively on UK assets. In Australia, Pro-invest Group acquired the A$100m Coogee Sands Hotel & Apartments near Sydney, initiating a strategy to reposition hospitality assets toward other forms of temporary accommodation. Additionally, Australian regulators are considering performance test overhauls that could unlock greater capital for affordable housing by introducing an ‘emerging covered asset class’.

New Entrants and Healthcare Focus

A new private equity player, Mako Capital Group, announced its official launch from Miami, specializing in acquiring lower-middle market U.S. companies across healthcare, financial, and other services sectors. The focus on healthcare aligns with observed trends in drug spending, where oncology currently commands roughly 40% of the national drug expenditure, with retina treatments close behind, according to industry analysis. This concentration of spend suggests where distributors are strategically building ecosystems, offering potential investment avenues for firms like Mako Capital.