Sector Investment 3 Days

Last updated: May 21, 2026, 2:36 PM ET

Real Estate Investment

Australian superannuation funds are increasing deployment in real estate as CSC's Glenn Riley declared "the market has turned" and relative value emerges after years of caution. Platform-level secondaries are gaining mainstream acceptance with transaction volumes rising last year, while specialty sectors attract investor attention as CPP Investments pursues last-mile logistics and Heitman targets self-storage assets. However, lagging performance has put manager selection under scrutiny, with Step Stone Real Estate's Jeff Giller highlighting metrics that reveal widespread losses across the sector.

Healthcare & Infrastructure

Eir Partners acquired a controlling interest in Quartz Bio, a Maryland-based life science technology company founded in 2012, marking continued private equity activity in the healthcare innovation space. Meanwhile, Actis strengthened conviction in its Indian renewable energy strategy as the country's aggressive renewables expansion program addresses energy security concerns highlighted by the ongoing crisis. Early-stage US renewables face valuation challenges as investors struggle to ascribe value to project pipelines, reversing a trend that once attracted significant capital amid concerns about later-stage asset pricing.