Sector Investment 3 Days

Last updated: May 28, 2026, 8:36 AM ET

Real Estate Fundraising Los Angeles-based Kayne Anderson secured $5 billion in fundraising, while Southern European specialist Stoneshield set a regional fundraising record by securing €1.5 billion for its fourth opportunity fund in less than six months. These substantial closes indicate strong investor appetite for private real estate vehicles amid broader market uncertainty. London-based Delancey expanded its fundraising capabilities by hiring Emma Murray, former executive at Fiera Real Estate, to assist with launching new strategies as the firm seeks to capitalize on market dislocations. Meanwhile, the San Diego City Employees' Retirement System has issued an RFP seeking a real estate investment manager, highlighting continued institutional demand for specialized real estate expertise across different market segments.

Healthcare Investment Water Street Healthcare Partners successfully closed its sixth private equity fund with $1.9 billion in total capital commitments, reflecting sustained investor confidence in healthcare private equity despite broader market volatility. The fund's size suggests growing institutional appetite for healthcare assets as demographic trends and technological advancements continue to reshape the sector's investment landscape.

Infrastructure Investment The infrastructure sector attracted significant capital as CIP seeks €1.5 billion for its new biogas fund, while Allianz achieved a €1 billion third close on its infrastructure vehicle. Separately, I Squared Capital is set to deploy $1 billion into Indian transmission infrastructure, highlighting strong cross-border investment flows into emerging market energy infrastructure amid global energy transition efforts.

Real Estate Market Trends European self-storage investors are adopting a hybrid approach that combines real estate investment with operational platform strategies, a response to the sector's nascent development stage and potential for value creation through active management. Meanwhile, the private REIT market has evolved since the recent redemption wave, with Starwood's redemption challenges now viewed as "one big exception" rather than an industry-wide trend, suggesting improved risk management and investor communication within the sector.