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14 articles summarized · Last updated: LATEST

Last updated: July 11, 2026, 2:30 AM ET

Real Estate Fundraising Slows, Expansion Continues

Real estate fundraising in the first half of 2026, though about 70% of funds that closed met or exceeded their targets. Henderson Park, a London-based manager, is expanding its US team by hiring Tyler Rothenberg from Cerberus. The firm's US headcount has nearly doubled since 2024. Meanwhile, Norway's sovereign wealth fund, NBIM, is outsourcing management of its London and Paris office holdings to Stanhope, seeking sector specialists to boost returns. Hong Kong's Link REIT has appointed European property veteran George Slater as its incoming CEO, a move that despite his background not being in Asia. Australia's Rest superfund is also as part of a broader private markets ramp-up.

Infrastructure Investments Diversify and Grow

M&G is maintaining its interest in US infrastructure assets and is looking to increase its activity in the secondaries market, aiming for greater diversification within its £4bn portfolio. Australian superfund Rest is also set to into infrastructure, viewing it as a natural fit for its long-term investment goals and its young member base. In the mid-market segment, while outperformance over large-cap assets is evident, the dispersion between top and bottom performing large-cap managers remains narrower. Sumitomo Mitsui Trust Bank (SMTB has agreed to take a 15% stake in Morrison, involving an initial $500m investment across two of Morrison's funds and a $1.5bn capital-raising agreement. Quinbrook successfully at £587m, with 74% of investors from its predecessor fund re-upping.

Healthcare Compliance Gains Prominence Amidst Dealmaking

Compliance in the healthcare sector is evolving from a reactive measure to a fundamental aspect of deal-making, according to Wiks Moffat, founder and CEO of Calyx Compliance. He suggests that compliance is no longer a fire drill to be overlooked. In private equity activity, Cleargate Capital Partners has, indicating ongoing deal flow in the healthcare and life sciences space.