Sector Investment 3 Days

Last updated: May 16, 2026, 2:31 AM ET

Real Estate Investment

A valuation dispute has erupted over Belgium's largest office asset, where Korean owners allege CBRE Loan Services pressured valuers to trigger a cash trap event. Meanwhile, Connecticut's pension fund committed to Artemis's fifth flagship fund as part of $1.2 billion in planned real estate allocations this year. In fund launches, Heitman targets $2 billion for its debut self-storage vehicle, marking the manager's first North American sector-specific fund. However, public REITs like Digital Realty pose increasing competition to traditional fund managers, leveraging unique market positions to attract institutional capital. On the pension front, Ohio SERS plans reduced real estate exposure after missing performance benchmarks, with its CIO emphasizing that successful managers must operate as "effective operators."

Private Equity & Healthcare

THL Partners closed its latest fund with $6.35 billion in investable capital, continuing the Boston-based firm's four-decade track record in private equity. Simultaneously, Miami-based Mako Capital launched operations and made its first investment in Mangrove Health, focusing on lower-middle market U.S. healthcare services companies. Both developments reflect sustained institutional appetite for targeted sector strategies despite broader market uncertainty.

Infrastructure Development

Australia and New Zealand struggle with offshore wind deployment as both markets attempt to build sectors from scratch, with investors and developers noting parallel challenges in regulatory frameworks and supply chain development. The slow progress highlights the complexity of establishing renewable infrastructure in emerging markets, even as global demand for clean energy assets intensifies.