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Sector Investment 3 Days

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9 articles summarized · Last updated: LATEST

Last updated: June 26, 2026, 11:31 PM ET

Real Estate Investment & Strategy

TPG Angelo Gordon is targeting $3 billion for its latest flagship real estate fund, Realty Value Fund XII. This marks the first launch since TPG's 2023 acquisition of Angelo Gordon, with the new fund adopting a more rigid, top-down approach to sector allocations. In a related development, a shift in succession planning is becoming apparent within founder-led real estate businesses, as multiple firms are now prioritizing optionality over the traditional single heir apparent model as succession models evolve. Meanwhile, Boston-based manager Longpoint has secured backing from investors including the Texas Permanent School Fund for its debut European fund, which is focused on value-add logistics properties in Germany and the Netherlands.

The logistics sector is also seeing significant corporate activity, with US giant Prologis launching a $16.6 billion hostile bid for UK rival Segro. Segro's board has unequivocally rejected the offer, prompting Prologis to take its proposal directly to shareholders. In personnel news, Schroders' Asia real estate head is stepping down less than a year after joining the firm. He will remain in an advisory capacity for a few months following his resignation.

Infrastructure & Healthcare Deals

Infrastructure funds are heralding a "phoenix moment" for Uniper, suggesting a strong recovery or significant turnaround for the energy company as infra funds herald its resurgence. In the infrastructure secondaries market, Allianz Global Investors is identifying a substantial number of attractive opportunities, a trend that has contributed to the market's growth as AllianzGI focuses on infra secondaries.

In the healthcare sector, LLR Partners has completed a strategic investment in Axis Care, a provider of home care software solutions LLR Partners invests in AxisCare. Separately, West View Capital Partners has made a strategic minority investment in Helio Health Group, a move that signals continued private equity interest in the healthcare and life sciences space WestView invests in Helio Health.