Sector Investment 3 Days

Last updated: May 29, 2026, 2:35 PM ET

Real Estate Fundraising

Empira launched a German core-plus living fund strategically anchored by UBS with backing from Partners Group, while institutional investors continue to target multifamily assets. Kayne Anderson secured a $5bn haul in its latest fundraising round, and Stoneshield set a Southern European record by securing €1.5bn for its fourth opportunity fund in less than six months, demonstrating robust investor appetite across specialized real estate strategies.

Real Estate Operational Focus

The real estate sector is increasingly emphasizing operational platforms, with record fundraise highlighting institutional appetite for seasoned operators in specialized sectors. Newmark is positioning European self-storage as both real estate and operating platform, reflecting a hybrid approach that balances property value with operational capabilities to generate alpha in the nascent sector.

Healthcare Private Equity

Kinderhook Industries completed its acquisition of Enhabit for approximately $1.1 billion, marking a significant transaction in healthcare private equity. The deal, which saw Enhabit founded in 2022 when spun off from Encom, demonstrates continued investor confidence in healthcare service providers despite broader market uncertainties.

Infrastructure Investment Trends

Infrastructure investment faces challenges as Steve Cheng exited GIP's credit unit after 14 years, part of senior departures affecting the firm's infrastructure debt division. Dan Connell of the $25bn CF Private Equity warned of a new normal characterized by 'low probability, high risk' when investing in infrastructure, particularly when the 'ability to take a long-term view' is limited. APG's outgoing head of infrastructure Jan-Willem Ruisbroek favors home bias and direct investment for the asset class as the €615bn pension fund manager navigates changing market conditions.