HeadlinesBriefing favicon HeadlinesBriefing

Sector Investment 3 Days

×
14 articles summarized · Last updated: LATEST

Last updated: July 10, 2026, 11:30 PM ET

Real Estate Fundraising Dips, Managers Seek US Growth

Real estate fundraising in the first half of 2026. Despite the lower aggregate capital raised, approximately 70% of funds that closed during the period met or surpassed their targets. In a move to bolster its US presence, London-based manager Henderson Park Tyler Rothenberg for its US team, which has nearly doubled its staff since 2024. Separately, Australia's Rest superfund is as part of a broader private markets expansion. The sovereign wealth fund NBIM is also outsourcing management of its London and Paris office holdings to Stanhope, seeking to improve returns through sector specialists. Hong Kong’s Link REIT appointed European property veteran Neil Slater as its incoming CEO, a move that may appear surprising but is logical for the firm. Slater, formerly of Redevco, will not, however, lead Link's private funds platform efforts.

Infrastructure Sector Sees Diversification and Strategic Investments

The infrastructure sector is seeing a push for diversification, with M&G's infrastructure chief Anish Majmudar in US assets and the secondary market. Quinbrook achieved a for its second UK renewables fund, which took about 18 months to reach its goal, supported by a 74% re-up rate from its prior strategy. Australia's Rest superfund, through its new head of private markets Marina Pasika, affirmed its commitment to infrastructure investments, citing the asset class's long time horizons as beneficial for its young member base. Sumitomo Mitsui Trust Bank will in Morrison, initially investing $500 million across two of Morrison's funds as part of a broader partnership that includes a $1.5 billion capital-raising agreement. While mid-market infrastructure assets are outperforming large-cap ones, the dispersion in performance among large-cap managers is narrower, according to new analysis on mid-market outperformance. Data centres, despite evolving contractual structures, are facing new challenges but due to growing demand.

Healthcare Compliance Emerges as a Deal Driver

In the healthcare sector, compliance is evolving from a mere regulatory hurdle to a tangible asset in deal-making. Wiks Moffat, founder and CEO of Calyx Compliance, stressed the importance of compliance, indicating it is no longer an issue to be disregarded. Cleargate Capital Partners has, according to a recent news release.