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Sector Investment 3 Days

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9 articles summarized · Last updated: LATEST

Last updated: July 6, 2026, 5:31 AM ET

Real Estate & Infrastructure

Investors are increasingly prioritizing operational real estate, according to Lazard, with a growing focus on sectors requiring active management. This trend is fueling a resurgence in retail property investment, propelled by a deep slowdown in construction that has created an imbalance between limited supply and burgeoning demand Retail property investment. Global retail M&A dealmaking has also gathered momentum, with a spike in transactions over the past three months as investors target dominant malls and open-air centers Global retail M&A dealmaking. Convenience-oriented retail formats are particularly attracting capital, as limited new supply and necessity-led demand reshape the investment case for the sector Investors back convenience-oriented retail. While values remain below their peaks, margins are compressing as consumers navigate economic shocks and a darkening e-commerce outlook Necessity-based assets revive global. In student housing, Australian super fund Aware Super has made its debut commitment, pledging €426 million to a venture that will also provide its first exposure to German real estate Aware Super makes debut.

Infrastructure debt fundraising has seen a strong performance, with the latest ranking of top fundraisers in the market highlighting significant activity Infrastructure Investor Debt 30. Meanwhile, Northern Europe-focused manager Urban Partners is looking to deepen its capital relationships in the US and Canada by appointing a new North American investor relations lead, an ex-Niam executive Urban Partners appoints North.

Private Equity & Healthcare

In the healthcare sector, Arlington Capital Partners has agreed to sell Riverpoint Medical to Novanta, a transaction that signals continued activity in the healthcare and life sciences private equity space. While specific deal values were not disclosed, this move indicates ongoing portfolio adjustments and strategic exits by private equity firms in specialized medical technology.