Sector Investment 24-Hour Briefing

Last updated: March 18, 2026, 3:30 AM ET

Real Estate Capital Flows & M&A

Global real estate fundraising saw significant activity, with CBRE Investment Management raising $2.1 billion for its seventh Asia value-add fund, securing commitments from 15 global limited partners including NZ Super. This capital movement comes as Savills executed a $1.1 billion acquisition of Eastdil Secured to bolster its U.S. services, while Fortress is preparing to launch a platform for Delaware statutory trusts. Separately, the importance of data sovereignty in Europe was emphasized following recent digital infrastructure attacks discussed at the MIPIM conference.

Institutional Allocations

Australian superannuation funds are actively deploying capital into core U.S. real estate strategies, as Rest Super backed Nuveen’s US Cities Retail Fund as one of three domestic funds committing $330 million to the vehicle’s latest round. These targeted allocations demonstrate a continued appetite among institutional investors for specialized, outcome-driven real estate mandates despite broader market volatility Rest Super’s US retail allocation.