Sector Investment 3 Days

Last updated: June 26, 2026, 2:30 AM ET

Real Estate Investment & Strategy

Succession planning in the private real estate sector is evolving beyond the traditional single heir apparent model, with multiple founder-led businesses now prioritizing optionality. This shift reflects a broader trend of seeking flexibility in leadership transitions PRIORITIZING OPTIONALITY. In Europe, Boston-based manager Longpoint has successfully launched its debut value-add fund, securing backing from investors including the Texas Permanent School Fund for logistics properties in Germany and the Netherlands. Meanwhile, a significant consolidation play is underway as US logistics giant Prologis has launched a $16.6 billion hostile bid for rival UK REIT Segro, which has been unequivocally rejected by Segro’s board, prompting Prologis to appeal directly to shareholders HOSTILE BID FOR SEGRO.

The Dutch investor Bouwinvest is pioneering a new approach to cross-border pension investment by proposing a reciprocal tax framework, a move its CEO describes as unprecedented for the group FIRST RECIPROCAL TAX FRAMEWORK. In Asia, Schroders’ head of real estate for the region is set to step down, though he will remain in an advisory capacity for several months following his resignation less than a year after joining ASIA REAL ESTATE HEAD RESIGNS. Madison International is also navigating leadership changes, having elevated two senior executives as eventual heads of the business after a multi-year selection process, alongside three departures from the secondaries manager SUCCESSORS NAMED FOR MADISON.

The LA Fire and Police Pension is considering an increased allocation to niche real estate strategies as it reduces its exposure to public REITs, aiming to deploy capital effectively within the current market cycle. Firms that are major non-bank lenders to UK real estate are participating in a significant stress-testing exercise by the Bank of England, contributing data to help the central bank assess the resilience of private markets BANK OF ENGLAND STRESS TEST. South Korean investment bank KB Securities is actively seeking new partnerships with global GPs and LPs, expressing openness to varied co-operation structures KB SECURITIES SEEKS PARTNERSHIPS.

Infrastructure Funds & Secondaries

The infrastructure fund sector is seeing significant activity, with Conifer Infrastructure closing its first fund at a hard-cap of $900 million. This fund targets a net internal rate of return of 25% and has already deployed approximately $190 million across platforms focused on hydroelectric, biogas, and helium opportunities CONIFER INFRASTRUCTURE FUND CLOSES. Seraya has reached the halfway mark for its $1.5 billion sophomore infrastructure fund, indicating continued investor appetite for the sector SERAYA INFRA FUND HALFWAY.

Investor interest in infrastructure secondaries is growing, with Allianz Global Investors identifying "a lot of attractive opportunities" in this expanding market. Co-heads of infrastructure funds and co-investments Maria Aguilar-Wittmann and Tillman Mueller are driving this focus for Allianz GI ALLIANZGI FOCUS ON SECONDARIES. The Japan Science and Technology Agency has also begun to invest in infrastructure secondaries, signaling a broadening of institutional participation in this asset class JAPAN AGENCY INVESTS IN SECONDARIES. The infrastructure sector is also playing a role in corporate turnarounds, with infrastructure funds reportedly heralding a "phoenix moment" for Uniper INFRA FUNDS HERALD UNIPER TURNAROUND.

Healthcare & Life Sciences Investment

In the healthcare and life sciences private equity space, LLR Partners has completed a strategic investment in Axis Care, a company focused on providing solutions for care management LLR INVESTS IN AXISCARE. This investment underscores the ongoing private equity interest in technology and service providers within the healthcare ecosystem. Separately, the development of comprehensive care solutions is being driven by personal experiences, as seen with Ian Gardner's journey to create a holistic care team for his wife's pregnancy, which ultimately led to the birth of their son and the foundation of a new solution HOLISTIC CARE TEAM SOLUTION.