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13 articles summarized · Last updated: LATEST

Last updated: June 24, 2026, 5:30 AM ET

Real Estate Investment

Dutch investor Bouwinvest is pioneering a reciprocal tax framework proposal aimed at encouraging cross-border pension investments, a move CEO Siezen described as unprecedented for the firm. In the U.S., the LA Fire and Police pension is evaluating an increased allocation to niche real estate strategies, concurrently reducing its exposure to public REITs. This recalibration comes as the pension system is urged to maximize returns in the current market cycle. Meanwhile, PSP Investments reported a $1.5 billion loss in its real estate portfolio for fiscal 2026, attributing the -7.3% return to residential oversupply and domestic immigration policies, prompting a strategic shift towards infrastructure. The Bank of England is collaborating with major non-bank lenders in UK real estate for a significant stress-testing exercise, shedding light on the dynamics of private markets.

Infrastructure Investment

Conifer Infrastructure successfully closed its inaugural fund at a hard-cap of $900 million, targeting a net internal rate of return of 25%. The fund has already committed approximately $190 million across several platforms focusing on hydroelectric, biogas, and helium projects. Seraya Capital has reached the halfway mark for its second infrastructure fund, aiming for a $1.5 billion total. The Japan Science and Technology Agency has begun investing in infrastructure secondaries, signaling a growing interest in this asset class. The European Bank for Reconstruction and Development is identifying infrastructure as the next frontier for nature-based finance initiatives. Meanwhile, I Squared Capital is advancing its Asia-Pacific platform, alongside new appointments at Ares and an exit from Stonepeak's pipeline.

Market Dynamics & Strategy

South Korean investment bank KB Securities is actively seeking new partnerships with global general and limited partners, expressing openness to various collaboration structures. The ongoing volatility in energy prices, exacerbated by geopolitical tensions, is driving real estate managers to place renewables into sharper focus as a risk mitigation strategy. This increased attention on renewable energy aims to counter the risks associated with fluctuating energy costs and fragile global supply chains. Madison International has appointed two senior executives as eventual successors to founder Dickerman, following an extensive selection process, while three other executives have departed the secondaries manager. The California pension system is considering building its allocation to niche real estate strategies as it pares down its public REIT exposure.