Sector Investment 3 Days

Last updated: July 6, 2026, 2:32 AM ET

Real Estate Investment Trends

Institutional investors are increasingly prioritizing operational real estate, a sector demanding active management, according to Lazard. This shift is occurring as construction activity slows, creating a supply-demand imbalance that is reigniting interest in retail property investment retail property investment. Global retail M&A dealmaking has accelerated in the past three months, with investors targeting dominant malls and open-air centers, driving a market upswing global retail M&A dealmaking. Convenience-oriented retail formats are particularly attractive, supported by limited new supply and necessity-led demand, which are reshaping the investment case for the sector investors back convenience-oriented retail. While values remain below their peak, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook, though necessity-based assets are reviving global retail necessity-based assets revive global.

In other real estate news, Northern Europe-focused manager Urban Partners has appointed Jennifer Andersson, formerly of Niam, as its North American investor relations lead to deepen capital relationships in the US and Canada Urban Partners appoints North. Separately, Australian super fund Aware Super has made its debut commitment to student housing, pledging €426 million to a venture that will also provide its first exposure to German real estate Aware Super makes debut.

Healthcare & Infrastructure

Arlington Capital Partners has agreed to sell Riverpoint Medical to Novanta, a move within the healthcare and life sciences sector Arlington Capital Sells Riverpoint. Meanwhile, Samsung Asset Management is looking to boost its infrastructure exposure, with a favorable view on energy-related opportunities as it expands its risk appetite Samsung Asset Management.