Sector Investment 3 Days

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

Real Estate & Private Equity Fundraising

Asset managers are aggressively launching new specialized funds across the real estate sector, even as public REITs pose a competitive threat to private capital allocators. Heitman is targeting a $2bn raise for its inaugural, sector-specific self-storage fund in North America, signaling strong appetite for niche property plays. Concurrently, BNPP AM Alts amassed €3bn for a European credit strategy focused on lending against transitional real estate, aiming for high single-digit internal rates of return. This private market activity comes as some institutional investors adjust mandates; the Ohio SERS is seeking to reduce its real estate exposure after missing internal benchmarks, with its CIO emphasizing the need for managers to be 'effective operators' rather than mere capital collectors.

Infrastructure & Sector Expansion

Investment managers are broadening their focus beyond traditional core real estate and into specialized infrastructure and opportunistic strategies in Europe and the UK. AEW is planning to diversify its European product range beyond core and core-plus offerings following Vanessa Roux-Collet’s promotion to CEO. In infrastructure, Taaleri launched its fourth renewables fund, seeking to raise €1bn, roughly three months after closing its predecessor on €556m in January. Elsewhere in specialized real assets, Newcore secured £100m in equity commitments for the first close of its sixth social infrastructure fund dedicated to the UK market.

New Entrants & Digital Asset Focus

The emergence of new private equity platforms is concentrating on specific verticals, often leveraging existing market dynamics, such as the growth in digital infrastructure. Mako Capital Group announced its launch, establishing a Miami-based firm dedicated to acquiring lower-middle market companies in healthcare and financial services. This move towards specialization mirrors trends seen in the public-private space, where listed data center firms like Digital Realty are plotting private fundraising expansions, potentially clashing with traditional managers seeking similar assets.