Sector Investment 3 Days

Last updated: June 25, 2026, 8:30 PM ET

Real Estate Investment & Succession

Succession planning in the real estate sector is evolving beyond the traditional single heir model, with founder-led businesses increasingly opting for optionality. This shift reflects a broader trend towards diversifying leadership pipelines. Meanwhile, Madison International has elevated two senior executives to succeed founder Dickerman, following a multi-year selection process that also saw three departures from the firm. The Dutch investor Bouwinvest is also pioneering new structures, with CEO Siezen detailing the significance of the group's first proposal for a reciprocal tax framework aimed at stimulating cross-border pension investment, 8.

The logistics sector remains a focal point for major players. Prologis has launched a $16.6 billion hostile bid for rival UK REIT Segro, a move that Segro's board has "unequivocally" rejected, prompting Prologis to take its case directly to shareholders. In parallel, Boston-based Longpoint is holding its ground for its debut European value-add fund, which is attracting backing from investors like the Texas Permanent School Fund for properties in Germany and the Netherlands. Institutional investors are also re-evaluating their real estate allocations. The LA Fire and Police pension fund is considering increasing its exposure to niche real estate strategies while scaling back its public REIT holdings, urging its managers to "get money to work" within the current market cycle. Real estate firms are also playing a significant role in broader financial stability, with major non-bank lenders contributing to a stress-testing exercise by the Bank of England to assess private markets' resilience. South Korean investment bank KB Securities is also signaling openness to new partnerships with global general and limited partners through various cooperative structures, 16.

Infrastructure Investment & Growth

The infrastructure sector is witnessing significant activity, particularly in secondaries and fundraisings. Allianz Global Investors' co-heads of infrastructure funds and co-investments have identified a "lot of attractive opportunities" in the infrastructure secondaries market, which has seen substantial growth. Similarly, the Japan Science and Technology Agency has begun investing in infrastructure secondaries, signaling a growing institutional interest in this segment. New funds are also reaching milestones. Conifer Infrastructure closed its inaugural fund at a hard cap of $900 million, targeting a net internal rate of return of 25%. This fund has already deployed approximately $190 million across platforms focused on hydroelectric, biogas, and helium opportunities. Seraya has reached the halfway mark for its $1.5 billion sophomore infrastructure fund, indicating continued momentum in capital raising within the sector. The burgeoning infrastructure sector is also being highlighted as a "phoenix moment" for companies like Uniper, with infrastructure funds playing a crucial role in their resurgence.

Healthcare & Private Equity

The healthcare and life sciences private equity space saw LLR Partners complete a strategic investment in Axis Care, a company focused on providing solutions for perinatal journeys. This investment aims to bolster Axis Care's offerings in a market where personalized care coordination is increasingly recognized for its importance, as exemplified by the personal experience of Ian Gardner in assembling a holistic care team during his wife's pregnancy.