With the beginning of 2026 showing positive signs of performance for real assets, easing interest rates and recovering transaction volumes are driving the momentum. Brandon Sedloff, chief real estate officer at Juniper Square, explores in a LinkedIn post the trends and themes that are particularly prominent among the real assets crowd.
In his post, Sedloff first points out that middle market strategies will continue to struggle, as capital will follow operational alpha and focus, rather than scale. By utilizing market-by-market conviction, sector-specific insight and clear logic, managers can get ahead of the curve and see significant wins.
Another key trend centers on the ability to generate income. Allocators want visibility into how cash flow is generated from day one, how it holds up across cycles and how it offsets weaker legacy exposures.
Control and alignment are also front and center, as co-investments, programmatic relationships and recapitalizations ar
