Sector Investment 3 Days

Last updated: July 10, 2026, 5:30 PM ET

Real Estate Fundraising Dips, Strategic Hires Continue

Real estate fundraising, hitting a nine-year low in the first half of 2026. Despite this muted aggregate capital raised, approximately 70% of funds that closed in the period met or surpassed their target sizes. In a move to bolster its US presence, Henderson Park has recruited Tyler Rothenberg, a veteran from Cerberus, to join its expanding US team, which has nearly doubled its headcount since 2024. Meanwhile, Hong Kong’s Link REIT appointed Redevco’s Slater as its incoming chief executive. While Slater has experience building private funds platforms, he will not lead such efforts at Link. The appointment of a European property veteran to run Asia’s largest listed REIT as it might seem, with strategic rationale supporting the decision. Additionally, Australia’s Rest superfund is exploring US property investments as part of its broader private markets ramp-up, with its private markets head emphasizing a thematic approach to unlisted real estate rather than traditional asset class bucketing. Norway's sovereign wealth fund, Norges Bank Investment Management, has outsourced the management of its London and Paris office holdings to Stanhope, seeking to enhance returns through specialized expertise.

Infrastructure Sector Sees Deal Activity and Diversification

In the infrastructure space, M&G’s head of infrastructure, Anish Majmudar in US assets and a focus on secondary market opportunities. The UK insurer is actively pursuing diversification within its £4bn infrastructure portfolio. Sumitomo Mitsui Trust Bank will invest an initial $500 million across two Morrison funds, as part of a larger partnership that includes a $1.5 billion capital-raising agreement. Quinbrook achieved a £587 million final close for its second UK renewables fund, which took about 18 months to reach its target, supported by a strong 74% re-up rate from its previous fund. Australia's Rest superfund, through its new head of private markets Marina Pasika, affirmed its commitment to continued infrastructure deployment, noting the alignment of this asset class with its long-term investment objectives and the benefits for its young member base due to infrastructure's long time horizons. The mid-market in infrastructure continues to outperform large-cap assets, though performance dispersion among large-cap managers is narrower. Data centers, despite evolving contractual structures that present new challenges according to S&P, maintain positive creditworthiness due to sustained demand.

Healthcare Compliance Emerges as a Deal Driver

Within the healthcare sector, compliance is evolving into a significant deal asset, moving beyond a reactive "fire drill" status. Calyx Compliance founder and CEO, Wiks Moffat, who has three decades of experience in healthcare compliance, is at the forefront of this shift. In a notable transaction, Cleargate Capital Partners has invested in Fellow Health Partners, a move that signals continued private equity interest in the healthcare technology and services space.