Sector Investment 3 Days

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

Real Estate Investment & Strategy

TPG Angelo Gordon is targeting $3 billion for its latest flagship fund, Realty Value Fund XII, which marks the first launch since its 2023 acquisition by TPG. The fund employs a more rigid, top-down approach to sector allocations. In a departure from traditional succession models, multiple founder-led real estate businesses are now prioritizing optionality over a single heir apparent. Meanwhile, Boston-based manager Longpoint has held a final close on its debut European fund, drawing backing from investors including the Texas Permanent School Fund for its value-add strategy focused on German and Dutch logistics properties.

Logistics & M&A Activity

Prologis has launched a $16.6 billion hostile bid for its UK rival Segro, after the latter's board "unequivocally" rejected the U.S. logistics giant's offer. Prologis is now taking its proposal directly to Segro shareholders.

Infrastructure & Special Situations

Infrastructure funds are heralding a "phoenix moment" for Uniper, suggesting a turnaround for the energy company. Concurrently, Allianz Global Investors is increasingly focusing on infrastructure secondaries, with co-heads Maria Aguilar-Wittmann and Tillman Mueller identifying "a lot of attractive opportunities" in this growing market.

Healthcare & Life Sciences Deals

West View Capital Partners has completed a strategic minority investment in Helio Health Group, signaling continued private equity interest in the healthcare sector. Separately, LLR Partners has made a strategic investment in Axis Care, a provider of homecare software solutions.

Leadership Transitions

Schroders’ head of Asia real estate, Ando, is set to step down, having resigned less than a year after joining the firm. He will remain in an advisory capacity for the next few months.