Sector Investment 3 Days

Last updated: May 27, 2026, 11:32 PM ET

Real Estate Fundraising

Private real estate fundraising gained significant momentum with Kayne Anderson securing a $5bn haul while Stoneshield set a Southern European record by raising €1.5bn for its fourth opportunity fund in less than six months. These substantial closes indicate strong investor appetite for specialized real estate strategies despite broader market volatility. In related developments, London-based Delancey expanded its fundraising team with the appointment of Emma Murray, former Fiera Real Estate executive, as it prepares to launch new strategies focused on European markets. Meanwhile, institutional investors continue to seek specialized managers as evidenced by San Diego City Employees' Retirement System issuing an RFP for a real estate investment manager to diversify their portfolio.

Specialized Real Estate Sectors

European self-storage investments are evolving as investors adopt a hybrid approach treating them as both real estate assets and operating platforms, according to Andrew Allen of Newmark's debt and equity group. This strategy shift comes as retail investors have significantly evolved since sparking redemption waves in private REITs several years ago, with Starwood's recent redemption troubles now viewed as an isolated exception rather than a systemic issue affecting the broader private real estate market.

Healthcare Investment

Water Street Healthcare Partners closed its sixth fund with $1.9 billion in total capital commitments, continuing strong fundraising activity in the healthcare private equity space despite broader market uncertainties. The fund size reflects sustained investor confidence in healthcare-focused private equity strategies amid ongoing healthcare sector transformation.