Sector Investment 3 Days

Last updated: June 12, 2026, 2:37 PM ET

Real Estate Japanese real estate investors are recalibrating strategies to prioritize value-add opportunities as rising rates pressure returns. Meanwhile, New York’s Trinity Church, a major landowner, remains bullish on real estate credit and resilient office assets, anticipating a rebound fueled by renewed leasing momentum. Institutional demand for bespoke vehicles has sidelined traditional commingled funds, with JPMorgan Private Bank revisiting real estate managers as Asia’s Albert Yang notes the asset class’s resurgence post-challenging period. Cal PERS, the California pension giant, committed $6.3bn to real estate funds last year, including $800m to Sculptor and BGO.

Healthcare & Life Sciences Post-closing phases of life sciences transactions are drawing investor focus, with McGuire Woods’ Amy Cassalia highlighting sector-specific nuances. The Veterans Health Administration’s operations and private equity’s growing role in veteran healthcare are also under scrutiny, as Amber Walsh outlines the VHA’s structure and scale.

Private Equity Resilience Despite macroeconomic headwinds, private equity remains active, with Cal PERS’ $6.3bn real estate commitments underscoring institutional confidence in tailored strategies. However, attracting capital to conventional funds remains fraught, as allocators prioritize flexibility over traditional models.