Sector Investment 3 Days

Last updated: June 24, 2026, 11:30 AM ET

Real Estate Sector Activity

The real estate investment landscape saw significant shifts and strategic realignments. Schroders' Asia real estate head resigned, stepping down less than a year after joining, though he will remain in an advisory capacity. This departure comes as Bouwinvest's CEO discussed the Dutch investor's unprecedented proposal for a reciprocal tax framework aimed at facilitating cross-border pension investments. Separately, Madison International named successors to its founder, elevating two senior executives while three departed the secondaries manager following a multi-year selection process. In a notable portfolio adjustment, PSP reported a $1.5bn real estate loss in fiscal year 2026, citing residential oversupply and domestic immigration policy as contributing factors to a -7.3% return. The LA Fire and Police pension fund is considering increasing its allocation to niche real estate strategies, while simultaneously reducing its exposure to public REITs. Global financial institutions are also engaging with the sector; real estate managers are assisting the Bank of England in a significant stress-testing exercise for private markets, particularly those acting as major non-bank lenders to UK real estate. Meanwhile, South Korean investment bank KB Securities expressed