Sector Investment 3 Days

Last updated: June 26, 2026, 5:30 PM ET

Real Estate Investment & Strategy

TPG Angelo Gordon is targeting $3 billion for its latest real estate fund, Realty Value Fund XII, marking the first launch since its acquisition by TPG in 2023. The fund employs a more disciplined, top-down approach with rigid sector allocations. In a shift from traditional single heir apparent models, multiple founder-led businesses in private real estate are now prioritizing broader optionality in succession planning. Meanwhile, Boston-based manager Longpoint has secured backing from investors including the Texas Permanent School Fund for its debut European fund, which focuses on value-add logistics properties in Germany and the Netherlands.

In a significant development, Prologis has launched a $16.6 billion hostile bid for rival UK REIT Segro, after the latter's board unequivocally rejected the US logistics giant's initial offer. Prologis is now taking its proposal directly to Segro's shareholders. Elsewhere, Ando, Schroders’ Asia real estate head, has resigned less than a year after joining the firm in September 2025. He will remain in an advisory capacity for the next few months.

Infrastructure & Healthcare Deals

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

In the healthcare sector, West View Capital Partners has completed a strategic minority investment in Helio Health Group, according to an official announcement. Separately, LLR Partners has invested in Axis Care, also described as a strategic investment in the company.