Sector Investment 24-Hour Briefing

Last updated: October 15, 2026, 3:31 PM ET

Real Estate Private Markets

EQT is pushing further into core and core-plus strategies with its $325m all-cash purchase of San Francisco-based Stockbridge, a move that broadens its footprint across industrial outdoor storage and residential assets. Pretium has hired Chris Reilly, a six-year veteran of Brookfield's real estate secondaries business, as its new real estate chief.

Fundraising remains uneven, though smaller vehicles are gaining ground. Overall capital raising has hit a snag this year, yet funds under $1bn have displayed notable momentum as managers accelerate launches.

Healthcare and Infrastructure Deals

In healthcare, 1315 Capital has acquired the Life Sciences and Diagnostics division of Argonaut. Meanwhile, sovereignty is becoming a defining theme in infrastructure, with Infra Via and PEI set to explore European energy and digital infrastructure at an event during Paris Infra week.