Sector Investment 3 Days

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

Real Estate Fundraising Slows

Real estate fundraising in the first half of 2026, though approximately 70% of funds closing in that period met or exceeded their targets. Henderson Park Tyler Rothenberg to its US team, which has nearly doubled in size since 2024, as the manager expands its American presence. Norges Bank Investment Management outsourced management of its London and Paris office holdings to Stanhope, a move intended to boost returns by leveraging sector specialists. Hong Kong’s Link REIT as its incoming CEO, although his experience with private funds will not be applied to that area at his new firm.

Infrastructure Investment Focus

M&G’s infrastructure chief and is seeking more secondary market investments, as the UK insurer diversifies its £4 billion infrastructure portfolio. Australia’s Rest superfund with its long-term investment objectives, with its head of private markets, Marina Pasika, noting the asset class's suitability for its young member base due to long time horizons. The mid-market in infrastructure, though the performance dispersion among large-cap managers is narrower. Data centers and new challenges, but continued demand supports their positive creditworthiness.

Healthcare Compliance and Private Markets

Calyx Compliance founder and CEO, Wiks Moffat is no longer a secondary concern for deal-making. Australian superfund Rest as part of its private markets expansion, with Pasika explaining the fund's approach to thematic investments in unlisted real estate and its avoidance of strict asset class bucketing.