The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Data center real estate and digital infrastructure. Thesis Driven tracks site selection and power availability as the binding constraint, grid-first underwriting and interconnection risk, hyperscale build-to-suit against urban inference and edge capacity, conversions of existing buildings, local opposition and moratoria, and why office and industrial frameworks misprice the asset class.
