Sector Investment 3 Days

Last updated: May 28, 2026, 5:33 PM ET

Real Estate Fundraising

Empira launched a German core-plus living fund anchored by UBS with backing from parent Partners Group, reflecting institutional appetite for specialized real estate strategies. This trend aligns with broader industry shifts where platforms command significant investor interest amid a push for operational alpha, evidenced by record fundraises and big-ticket deals across specialized sectors. The fundraising momentum continues building with multiple notable achievements: Kayne Anderson secured $5 billion for its latest fund, while Stoneshield set a Southern European record by raising €1.5 billion for its fourth opportunity fund in less than six months. The trend extends to niche sectors like self-storage, where Newmark positions European assets as both real estate holdings and operating platforms, reflecting a hybrid investment approach gaining traction.

Investment Leadership & Strategy

As fundraising activity intensifies, firms are expanding their teams to capitalize on market opportunities, with Delancey adding Emma Murray, former Fiera Real Estate executive, as capital strategies director to support new strategy launches. Meanwhile, San Diego City Employees' Retirement System seeks real estate managers through an RFP process, indicating continued institutional allocation to the asset class. While some private REITs face redemption pressures, Starwood's recent troubles are viewed as an exception rather than an industry-wide trend, as retail investors have evolved significantly since previous redemption waves.

Healthcare Investment

In healthcare private equity, Kinderhook Industries completed its acquisition of Enhabit for approximately $1.1 billion, a deal that underscores continued consolidation in the healthcare services sector. The firm's exit strategy contrasts with fundraising activity in the space, as Water Street Healthcare Partners closed its sixth fund with $1.9 billion in capital commitments, reflecting robust investor appetite for healthcare private equity despite market volatility.

Infrastructure Allocation

The infrastructure sector saw significant fundraising activity, with CIP seeking €1.5 billion for its new biogas fund, while Allianz reached a €1 billion third close on its latest infrastructure vehicle. In deal activity, I Squared Capital committed $1 billion to Indian transmission infrastructure, highlighting continued cross-border investment in emerging market energy infrastructure.