Sector Investment 3 Days

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

Real Estate Sees Fundraising Slowdown, Strategic Hires

Real estate fundraising in the first half of 2026, though approximately 70% of funds that closed during that period met or surpassed their targets. Henderson Park has hired a Cerberus veteran to bolster its US expansion efforts, nearly doubling its US team’s headcount since 2024. Norges Bank Investment Management is outsourcing management of its London and Paris office holdings to Stanhope, seeking to enhance returns through sector specialists. Link, a Hong Kong-based REIT as its incoming CEO, though he will not lead the private funds platform. The choice of a European property veteran to head Asia’s largest listed REIT is explained by multiple factors.

Infrastructure and Private Markets Focus

Australia's Rest superfund as it ramps up its private markets investments, with its private markets head Marina Pasika noting the fund avoids rigid asset class categorization. Pasika also stated that the fund with its long-term investment objectives, with its young membership benefiting from the asset class’s extended time horizons. M&G’s infrastructure chief, with an eye toward increasing its secondary market investments, as the insurer prioritizes diversification within its £4 billion infrastructure portfolio.

Healthcare Compliance as a Value Driver

Compliance has transitioned from an overlooked issue to a significant asset in healthcare deals. Wiks Moffat, founder and CEO of Calyx Compliance, notes that compliance is no longer a fire drill to be disregarded, implying its increasing importance in deal structuring and execution.