In a LinkedIn post, Brandon Sedloff, chief real estate office at Juniper Square, said that after spending three days meeting with 25 limited partners (LPs) and consultants, several consistent themes emerged that are likely to shape real assets investing in 2026. According to Sedloff, capital is becoming increasingly selective, favoring managers with operational alpha, sector-specific conviction, and the ability to generate durable income rather than scale-driven strategies. He noted that allocators are placing greater emphasis on control, alignment, and operational execution, underwriting asset-management capabilities, data infrastructure, and decision-making speed as rigorously as assets themselves. The discussions also highlighted a more nuanced role for real estate within portfolios, with allocations driven by income generation, inflation protection, diversification, or targeted growth rather
