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12 articles summarized · Last updated: LATEST

Last updated: July 15, 2026, 8:30 AM ET

Real Estate Sees Strategic Shifts Amidst Capital Recycling

La Caisse committed $3.3bn to U.S. real estate since the start of 2025, signaling a strategic pivot to higher returns as it recycles its portfolio. This move comes as some real estate funds are struggling with capital distribution, with having distributed 50% or less of their capital. The latest sector outlook from PIMCO suggests real estate faces a "fight for relevance" in the age of AI, emphasizing the need for assets to accommodate future tenants. In related news, LACERA's head of real estate has departed after two years, having been tasked with a significant restructuring of the pension plan's property portfolio.

Infrastructure Fundraising Slows While Digital Assets Draw Investment

Infrastructure fundraising experienced a slowdown in the first half of 2026, raising a record low of $40.8bn, significantly down from $71.6bn in the same period of 2024. Despite the overall dip, specific digital infrastructure assets continue to attract capital. Brookfield's Csquare is testing public appetite with a $1.35bn IPO, offering a rare public exit from the data center sector. Meanwhile, DTCP achieved a first close of €1 billion for its latest European digital infrastructure fund, with the value-add fund having raised two-thirds of its target. In a significant deal, EQT inked a $2.6 billion power and data center transaction.

Partnerships and Private Equity Drive Healthcare and Infrastructure Deals

CalSTRS and Nuveen have formed a strategic partnership, committing $2bn to a debt fund and "adjacent opportunities" focused on sustainable infrastructure projects, including Nuveen's Energy & Power Infrastructure Credit Fund II. In the healthcare sector made a growth investment in AIRS Medical, aiming to accelerate its global expansion. On the operational front appointed new global co-heads for infrastructure, a move occurring as Lazard and Campbell Lutyens prepare for a $575m merger. I Squared has also expanded its global reach by opening a Tokyo office, while Rivage reached €900 million for its debt fund.