Sector Investment 3 Days

Last updated: July 11, 2026, 5:30 AM ET

Real Estate Fundraising Dips, But Opportunities Emerge

Real estate fundraising in the first half of 2026, though met or surpassed their targets. Henderson Park is expanding its US presence by hiring Tyler Rothenberg from Cerberus, doubling its US team's headcount since 2024. Norwegian sovereign wealth fund NBIM has outsourced management of its London and Paris office holdings to Stanhope, aiming to improve returns through specialist partnerships. Hong Kong’s Link REIT Slater as its incoming CEO, a move that makes strategic sense despite his European background for managing Asia’s largest listed REIT as reported. Australia's Rest superfund is increasing its US property investments as part of a broader private markets push, with its head of private markets, Marina Pasika, focusing on thematic views over rigid asset class buckets.

Infrastructure Investment Shows Resilience and Strategic Focus

Anish Majmudar, M&G's infrastructure chief and is exploring more secondary market opportunities to diversify its £4bn infrastructure portfolio. Australia’s Rest superfund, through its new head of private markets Marina Pasika, confirms its commitment to infrastructure, citing alignment with long-term investment goals and benefits for its young member base due to the asset class’s extended time horizons. Mid-market infrastructure assets are, although the performance dispersion among large-cap managers is narrower. Data centers face evolving contractual structures according to S&P, but continued demand supports their positive creditworthiness.

Healthcare Sector Sees Compliance and Deal Activity

Compliance is no longer an afterthought in healthcare deals, with Wiks Moffat, founder of Calyx Compliance, stressing its importance as a deal asset. Cleargate Capital Partners has invested in Fellow Health Partners, indicating ongoing private equity activity in the healthcare and life sciences sector.