Sector Investment 3 Days

Last updated: June 26, 2026, 8:30 AM ET

Real Estate Investment & Strategy

Succession planning in founder-led real estate firms is evolving beyond the traditional single heir apparent, with multiple businesses now prioritizing optionality and a broader pool of candidates. This shift comes as Madison International has named two senior executives as eventual successors to founder Dickerman, while simultaneously seeing three other senior figures depart. Separately, the LA Fire and Police pension is considering increasing allocations to niche real estate strategies, even as it reduces its exposure to public REITs, aiming to deploy capital more effectively in the current market cycle. Dutch investor Bouwinvest is also charting new territory, proposing its first-ever reciprocal tax framework to encourage cross-border pension investment.

In a move signaling consolidation, US logistics giant Prologis has launched a $16.6 billion hostile bid for its UK rival Segro, after the latter's board "unequivocally" rejected the initial offer. Prologis is now directly appealing to Segro's shareholders. Meanwhile, Boston-based manager Longpoint has secured backing from the Texas Permanent School Fund for its debut European value-add fund, which is targeting logistics properties in Germany and the Netherlands. The leadership at Schroders in Asia is also seeing a transition, with its head of real estate scheduled to step down in September 2025, though he will remain in an advisory capacity for several months.

Infrastructure & Private Equity

The infrastructure fund market continues to see significant activity, with Conifer Infrastructure closing its first fund at a hard-cap of $900 million. This fund, which targets a net internal rate of return of 25%, has already deployed approximately $190 million across platforms focused on hydroelectric, biogas, and helium opportunities. The infrastructure secondaries market is attracting attention from new players; the Japan Science and Technology Agency has begun investing in this space, while Allianz Global Investors sees "a lot of attractive opportunities" in secondaries, according to co-heads Maria Aguilar-Wittmann and Tillman Mueller. The German energy company Uniper is reportedly experiencing a "phoenix moment" with infrastructure funds signaling strong interest.

In private equity, LLR Partners has completed a strategic investment in Axis Care, a provider of home care management software, underscoring continued investor interest in the healthcare technology sector.