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Sector Investment 3 Days

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7 articles summarized · Last updated: LATEST

Last updated: May 29, 2026, 11:32 PM ET

Real Estate Fundraising Surge

Empira launched a German core-plus living fund targeting midsize multifamily assets with backing from both UBS and parent company Partners Group, signaling continued institutional demand for residential exposure in European markets. The launch comes amid record fundraising activity for platform-focused real estate strategies, where Kayne Anderson secured $5 billion for its latest vehicle while Stoneshield closed its fourth opportunity fund at €1.5 billion after less than six months on the road, setting a Southern European record for the regional specialist.

Healthcare Private Equity Consolidation

Kinderhook Industries completed its $1.1 billion acquisition of Enhabit, the home health and hospice provider spun out from Encompass Health in 2022, demonstrating sustained dealmaking momentum in the healthcare services sector despite challenging market conditions. The transaction values the post-acute care company at approximately 1.3x revenue, representing a premium to recent comparable healthcare services transactions.

Infrastructure Talent Shifts

Steve Cheng departed GIP's infrastructure debt unit after a 14-year tenure, joining other senior departures from the credit platform as the firm restructures its alternative lending operations amid a challenging fundraising environment for infrastructure assets. The exits reflect broader industry consolidation following a difficult year for infrastructure fundraising, where capital deployment has lagged behind the record capital raised in prior cycles.

Emerging Real Estate Strategies

Newmark positioned European self-storage as a hybrid real estate-operating platform opportunity, with head of investment strategy Andrew Allen noting investor appetite for assets combining physical properties with scalable management businesses. The approach mirrors broader trends toward operational alpha-seeking strategies that blend traditional real estate ownership with technology-enabled service delivery models.