Sector Investment 3 Days

Last updated: July 5, 2026, 11:30 PM ET

Real Estate Investment

Institutional investors are increasingly prioritizing operational real estate, with a focus on sectors requiring active management, according to Lazard. This trend is particularly evident in retail property, where a significant slowdown in construction is creating a supply-demand imbalance, driving a rise in investment. Over the past three months, global retail M&A dealmaking has gathered momentum, with investors targeting dominant malls and open-air centers, fueling a market upswing driven by blockbuster transactions across the sector. Convenience-oriented retail formats are attracting capital as limited new supply and necessity-led demand reshape the investment case, with values compressing as consumers navigate economic shocks and a darkening e-commerce outlook reviving necessity-based assets.

Meanwhile, global managers like Urban Partners are seeking to deepen capital relationships in North America, while Australian super fund Aware Super has made its debut commitment to student housing with a €426 million pledge to a venture that will also mark its first exposure to German real estate.

Healthcare & Infrastructure

In the healthcare sector, Arlington Capital Partners has agreed to sell Riverpoint Medical to Novanta, marking a significant transaction in life sciences private equity. Separately, Samsung Asset Management is looking to boost its infrastructure exposure, with a favorable eye on energy-related opportunities as the Korean government's investment manager expands its risk appetite.