Sector Investment 3 Days

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

Real Estate Sector Activity

TPG Angelo Gordon is targeting $3 billion for its Realty Value Fund XII, adopting a more structured approach to sector allocations in its first flagship fund since its acquisition by TPG. This initiative comes as the private real estate sector explores diverse succession models, moving beyond traditional single heir apparent structures to prioritize optionality for founder-led businesses. In Europe, Longpoint Capital 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. Meanwhile, Prologis is pursuing a hostile takeover of UK REIT Segro with a $16.6 billion bid, after the target's board rejected the initial offer. Separately, Schroders is facing a leadership change in its Asia real estate division, with Ando stepping down less than a year after joining the firm.

Infrastructure and Healthcare Investments

Allianz Global Investors is increasing its focus on infrastructure secondaries, identifying numerous attractive opportunities in the expanding market. This strategic shift comes as infrastructure funds, such as those backing Uniper, are signaling a potential "phoenix moment" for the sector. In healthcare private equity, WestView Capital Partners has made a strategic minority investment in Helio Health Group, signaling continued investor appetite for the sector. Similarly, LLR Partners has completed a strategic investment in Axis Care, another indication of active deal-making within healthcare technology and services.