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Last updated: June 29, 2026, 5:30 PM ET

Infrastructure

Infrastructure fundraising is experiencing a significant rebound, with managers targeting a collective $1.2 trillion in capital. While headline figures suggest a comeback, the actual distribution of this capital remains a point of contention, with questions arising about which general partners (GPs) will truly benefit. Large infrastructure GPs are outlining ambitious plans for the sector, anticipating a $7 trillion artificial intelligence capital expenditure supercycle. This vision includes a growing demand for firm energy supply, prompting midstream companies to capture value from data centres and adapt to direct energy needs. Allianz GI, meanwhile, is signaling its expectations for infrastructure GPs, indicating a focus beyond just flagship funds. The sector is also seeing new avenues emerge, with the Japan Science and Technology to invest in infrastructure secondaries. Emerging managers are also making their mark, with Tallvine nearing a $1.5 billion target for its debut mid-market fund.

Real Estate

The real estate sector witnessed a mixed performance, with some major players adjusting strategies. For Canadian pension fund BCI, its private real estate portfolio has declined for a third consecutive year, representing its only negatively performing asset class since 2023 and making up 20% of its total holdings. In contrast, residential property giant Greystar is actively fundraising, aiming for up to $3 billion for its 12th US flagship fund. The firm has already secured $1.5 billion in six months for this value-add multifamily vehicle. European markets also saw significant capital deployment, with Invel successfully closing its second and largest Southern European fund, pulling in €400 million for an opportunity fund focused on Greek and Italian markets.

Healthcare

The healthcare sector is seeing evolving dynamics in physician practice acquisitions. Holly Buckley, chair of McGuire Woods’ healthcare department, discussed these shifts on the Becker Private Equity & Business Podcast, exploring trends in the space. This includes the strategic considerations and market forces driving acquisitions of physician practices.