Sector Investment 3 Days

Last updated: May 15, 2026, 2:33 AM ET

Real Estate Funds & Capital Raising Heitman launched a debut $2bn fund targeting the self-storage sector, marking the manager's first sector-specific vehicle in North America amid growing investor appetite for specialized real estate assets. Meanwhile, BNPP AM Alts amassed €3bn for its European credit strategy focused on value-add real estate deals, targeting high single-digit internal rates of return. In the UK market, Newcore secured approximately £100m in equity commitments for its sixth social infrastructure fund, demonstrating continued institutional interest in specialized real estate sectors.

Real Estate Market Dynamics Public and private real estate markets are clashing as listed data center giant Digital Realty plots a fundraising expansion, while public REITs like Digital Realty and Realty Income Trust continue gaining traction with institutions due to their unique market positions. Ohio's school pension is reducing its real estate exposure after missing benchmarks, with the CIO noting that successful managers will need to be "effective operators" in the current market environment. In Europe, AEW plans to diversify beyond its core/core-plus investment strategy under CEO Vanessa Roux-Collet, reflecting broader sector adaptation to changing market conditions.

Healthcare & Infrastructure Mako Capital launched as a Miami-based private equity firm specializing in acquiring lower-middle market U.S. companies in healthcare and financial services, making its initial investment in Mangrove Health. Separately, Taaleri introduced its fourth renewables fund with a €1bn target, following the closure of its predecessor fund on €556m just three months earlier, underscoring strong investor demand for sustainable infrastructure investments.