Sector Investment 3 Days

Last updated: July 10, 2026, 2:30 PM ET

Real Estate Sector Sees Fundraising Dip, Strategic Hires

Real estate fundraising in the first half of 2026, though roughly 70% of funds that closed during the period met or exceeded their capital targets. Henderson Park has bolstered its US team with the addition of Tyler Rothenberg, a veteran from Cerberus, as it looks to expand its presence in the American market. The US team at Henderson Park has nearly doubled in size since 2024. Meanwhile, Norges Bank Investment Management is outsourcing management of its office properties in London and Paris to specialist firm Stanhope, aiming to improve returns. Hong Kong’s Link as its incoming CEO, a move that has drawn attention given his background in building private funds platforms, though he will not lead such efforts at Link. The choice of a European property veteran to lead Asia’s largest listed REIT is seen as a logical one for several reasons, despite initial surprise. Ohio Teachers, managing $8 billion in real estate, plans to focus on income-producing assets as it repositions its portfolio, intending to divest office properties and reduce REIT exposure while prioritizing industrial and retail sectors. Australia’s Rest superfund is also eyeing US property as part of its broader private markets expansion, with its head of private markets, Marina Pasika, stating the fund avoids rigid asset class segmentation and views unlisted real estate through a thematic lens.

Infrastructure Investment Shows Diversification and Partnership Trends

M&G’s infrastructure chief, Anish Majmudar, remains keen on US assets and is actively pursuing secondary market opportunities. The UK insurer is prioritizing diversification within its £4 billion infrastructure portfolio. Australia’s Rest superfund, through its new head of private markets Marina Pasika, is set to continue deploying capital into infrastructure, citing its alignment with long-term investment goals and the benefits of the asset class's long time horizons for its young member base. The mid-market infrastructure segment continues to outperform larger-cap assets, although the performance dispersion among large-cap managers is narrower. Sumitomo Mitsui Trust Bank in Morrison, investing an initial $500 million across two of Morrison's funds as part of a broader partnership that includes a $1.5 billion capital-raising agreement. Quinbrook successfully final close for its second UK renewables fund, which saw a 74% re-up rate from investors in its predecessor strategy over an 18-month fundraising period. Data centres, despite facing new challenges due to growing demand, though S&P notes that contractual structures in the sector are evolving rapidly.

Healthcare and Hospitality Sectors See Deal Activity and Strategic Focus

Healthcare compliance, according to Wiks Moffat, founder and CEO of Calyx Compliance, who suggests it is no longer an issue to be overlooked. Cleargate Capital Partners has invested in Fellow Health Partners, marking a new deal in the healthcare sector. In hospitality, the Hyatt Regency Grand Reserve in Puerto Rico has undergone refurbishment and rebranding, reopening under the Hyatt flag after a significant upgrade in August 2019.