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10 articles summarized · Last updated: LATEST

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

Real Estate Fundraising Slows, Strategic Hires Continue

Real estate fundraising in the first half of 2026, though a significant majority of funds that closed met or exceeded their targets. Despite the broader slowdown, managers are actively expanding their teams. Henderson Park, a London-based firm, has appointed Tyler Rothenberg, a Cerberus veteran, as managing director to bolster its US operations, which have nearly doubled in size since 2024. In a separate move, Norway's sovereign wealth fund, NBIM, is outsourcing the management of its London and Paris office properties to Stanhope, seeking to boost returns through specialist partnerships. Hong Kong's Link REIT has appointed Redevco's Peter Slater as its new chief executive, a move that surprised some given his background managing private funds, though he will not lead that specific initiative at Link. Australia's Rest superfund is also looking to increase its exposure to US property as part of a broader private markets expansion.

Infrastructure Investment Focused on Diversification and Mid-Market

Infrastructure remains a focus for long-term investors like Australia's Rest superfund, which sees alignment with its member base's extended time horizons. Rest's head, Marina Pasika, confirmed that the fund will continue deploying capital into infrastructure, benefiting from the asset class's long-term nature. M&G's infrastructure chief, Anish Majmudar, is keen on US assets and exploring more secondary transactions to diversify its £4bn portfolio. Data suggests that mid-market infrastructure assets are outperforming their large-cap counterparts, though the performance gap between top and bottom large-cap managers is narrower. Mid-market outperformance is a notable trend, but investors should be aware of the dispersion within asset classes.

Healthcare Compliance Emerges as a Deal Driver

In the healthcare sector, compliance is evolving from a mere regulatory hurdle into a tangible asset that can influence deal-making. Calyx Compliance, Wiks Moffat, points to the growing recognition of compliance as a factor that can de-risk transactions and potentially enhance valuations. This shift suggests that robust compliance frameworks are becoming a more significant consideration for investors looking to navigate the complexities of healthcare investments.