Sector Investment 3 Days

Last updated: May 15, 2026, 8:34 AM ET

Real Estate Fundraising

Heitman is targeting $2 billion for its debut self-storage fund, marking the manager's first sector-specific open-ended vehicle in North America as it seeks to capitalize on demand for storage assets. Meanwhile, BNPP AM Alts has amassed €3 billion for its European credit strategy targeting value-add real estate deals, aiming for high single-digit IRRs by lending against transitional properties through its latest fund and associated vehicles.

Public vs Private Real Estate

Listed data center giant Digital Realty is plotting a fundraising expansion into private markets, intensifying competition with traditional fund managers as public REITs increasingly capture institutional capital. The trend reflects how listed firms like Digital Realty and Realty Income Trust have found traction with institutions thanks to their unique market positions, prompting a reevaluation of the public-private divide in real estate investing.

Pension Fund Strategy

Ohio School Employees Retirement System is seeking to reduce its real estate exposure after missing benchmark returns, with Chief Investment Officer Mark Comforth signaling that successful managers in the asset class will need to be "effective operators". The pension's recalibration underscores broader scrutiny of private real estate allocations as institutional investors demand stronger performance amid higher interest rates.

Infrastructure

Offshore wind development in Australia and New Zealand remains slow to take off as both countries build their sectors from scratch, with investors and developers noting the markets are evolving in tandem despite distinct regulatory and operational challenges.

Healthcare Private Equity

Mako Capital Group has launched as a Miami-based private equity firm specializing in acquiring lower-middle market U.S. companies in healthcare, financial services and other sectors.