Joe Gagnon and Carl Ge, co-heads at Rava Partners, discuss about why Asia Pacific is the next fertile ground in the hunt for assets and returns.

Amid a rapidly evolving global economy, geopolitical tensions and shifting policy landscapes are reshaping the international dynamics of infrastructure development, supply chains and trade agreements.

Projects aimed at expanding capacity and modernizing ports are creating transformative change for critical infrastructure and huge investment opportunities for private capital.

Globally, a cadre of sophisticated investors recognize the opportunity and value proposition of investing in sustainable infrastructure in emerging markets. This aligns with investment diversification strategies and key sustainability themes such as the energy transition.

One hundred days have passed since President Trump’s inauguration. During this time, there has been a flood of policy announcements — global tariffs, energy policies, AI, defense, etc. As infrastructure investors, the obvious question is: How should we react to these daily headlines?

First quarter 2025 fundraising turned out to be a pleasant surprise. After years of anemic capital raising, the first quarter gives managers hope things might be turning around.

In my past two columns, I wrote about some of the people who have made major contributions to the development of the Institutional Real Estate, Inc. platform since our very beginning in 1987. In this final tribute, here are a few more of the many, many people who have helped guide and support the development of our business throughout the years.