Sector Investment 3 Days

Last updated: May 15, 2026, 5:32 PM ET

Real Estate Valuation Challenges

The Korean owners of Belgium's largest office asset filed a lawsuit against CBRE Loan Services, alleging pressure on valuers to trigger a cash trap event, while Ohio's school pension sought to reduce real estate exposure after missing benchmarks, with the CIO noting that successful managers will need to be 'effective operators.'

Real Estate Fund Activity

Connecticut's pension anchored Artemis's fifth flagship fund as it targets $1.2 billion in real estate commitments this year, focusing on existing manager relationships, while Heitman launched its debut self-storage fund targeting a $2 billion raise in North America, marking the manager's first sector-specific fund in the region.

Public REIT Competition

Publicly-listed REITs like Digital Realty and Realty Income Trust continue challenging traditional fund managers due to their unique market positions, gaining traction with institutional investors despite concerns about valuation discrepancies and operational effectiveness.

Healthcare Fund Launches

THL Partners closed its newest fund with $6.35 billion in investable capital, continuing the Boston-based firm's private equity focus in healthcare, while Mako Capital Group launched with investments in Mangrove Health, establishing a Miami-based private equity firm specializing in lower-middle market U.S. healthcare companies.

Infrastructure Development Challenges

Offshore wind development in Australia and New Zealand faces significant hurdles as both markets begin building their sectors from scratch, with investors and developers noting the challenges unique to these emerging markets despite their potential for tandem evolution.