Sector Investment 3 Days

Last updated: May 27, 2026, 8:35 AM ET

Real Estate Fundraising

Stoneshield set a Southern European record by securing €1.5bn for its fourth opportunity fund in less than six months, while Delancey expanded its capabilities with Emma Murray, an ex-Fiera Real Estate executive, joining as capital strategies director. San Diego City Employees' Retirement System issued an RFP seeking real estate investment managers, indicating sustained institutional demand for specialized real estate expertise across global markets.

Self-Storage Investment Evolution

European self-storage is emerging as a hybrid model combining real estate assets with operational platforms, according to Andrew Allen of Newmark's debt, equity and structured finance group. This dual-approach strategy reflects growing investor recognition of the sector's income potential and operational upside in underserved European markets as real estate investment continues to evolve.

Healthcare Private Equity

Water Street closed its sixth fund with $1.9 billion in total capital commitments, demonstrating robust private equity activity in the healthcare sector despite broader market volatility. The substantial close indicates continued investor confidence in healthcare-focused private equity strategies, with specialized managers maintaining strong fundraising momentum.

Private REIT Market Adjustments

Retail investors have evolved significantly since the wave of redemptions that impacted the private REIT industry several years ago, with Starwood's current redemption challenges described as "one big exception" rather than a systemic trend. This shift suggests improved investor understanding regarding liquidity expectations in private real estate investments.