Sector Investment 3 Days

Last updated: July 11, 2026, 8:30 PM ET

Real Estate Sees Shifting Strategies Amidst Fundraising Dip

Real estate fundraising in the first half of 2026, despite about 70% of funds successfully meeting or exceeding their targets. Henderson Park to bolster its US expansion, nearly doubling its US team's headcount since 2024. Norway's NBIM opted to outsource the management of its London and Paris office holdings, partnering with Stanhope to leverage sector specialists for improved returns. Hong Kong's Link REIT as its incoming CEO, a move that surprised some given his private funds platform background, though he will not lead that specific effort at the new firm. This appointment of a European property veteran to lead Asia's largest listed REIT for several reasons. Australia's Rest superfund as part of a broader private markets ramp-up, with its head of private markets, Marina Pasika, explaining the fund’s approach to thematic investing in unlisted real estate.

Infrastructure and Healthcare Focus on Specialization and Compliance

M&G’s infrastructure chief, with the UK life insurer seeking further diversification within its £4bn infrastructure portfolio. Anish Majmudar highlighted the ongoing pursuit of secondary infrastructure investments. Australia's Rest superfund, through its new head of private markets Marina Pasika between infrastructure and its long-term investment goals, noting the asset class's suitability for its young member base due to extended time horizons. In healthcare, compliance is, with Wiks Moffat, founder and CEO of Calyx Compliance, stating that adherence to regulations is no longer an afterthought.