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.
Energy and utilities in real estate, where power has become a binding constraint on development. Thesis Driven reports on grid capacity and interconnection, demand response as a revenue line, building energy efficiency and agentic controls, geothermal and electrification, EV charging economics, solar and distributed generation, managed Wi-Fi and building connectivity, and master systems integration across building systems.
