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July 30, 2024 |
US Electricity demand is increasing. After stagnating over the last decade, Goldman Sachs expects US electricity demand to rise at a 2.4% compound annual growth rate (CAGR) through 2030 – adding approximately 47 gigawatts (GW) of additional power – with data centers accounting for roughly 0.90% of...
June 20, 2024 |
Infrastructure fundraising is accelerating, creating large-scale investment opportunities.Although infrastructure still accounts for a relatively small percentage of total alternative assets under management, it boasted a compound annual growth rate (CAGR) of 18% from 2018 to 2023, outpacing any...
March 26, 2024 |
There’s a reason why Bill Gates owns so much US farmland!The United Nations (UN) reports that the global population is currently increasing by more than 67 million people annually.As the world population grows, the amount of arable land is diminishing. As cities expand, arable land is frequently...
February 27, 2024 |
“The reports of my death are greatly exaggerated,” said Mark Twain in response to reading his own obituary.If retail real estate could speak, it might say the same. The retail sector, much unloved and out-of-favor in recent years, was the best-performing core real estate sector in Q3 and Q4 of...

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