Perspectives: Beyond hygiene — what actually wins the mandate by Geoffrey Dohrmann | Jul 14, 2026 Performance, DPI and liquidity are table stakes. A great many investment managers, separate account managers, fund managers, program sponsors and operating partners build their entire pitch around them and assume the job is done. It isn’t.
Growth of AI infrastructure is driving job creation in the E.U. construction market, says Turner & Townsend by Released | Jul 8, 2026 A new report published by Turner & Townsend reveals the growth of artificial intelligence (AI) infrastructure, including soaring demand for data centers, is squeezing global construction market capacity, adding to skilled labor shortages. This is expected to drive rapid job creation and the introduction of innovative new construction approaches in the coming years.
Perspectives: Why ‘they just don’t get it’ costs you money by Geoffrey Dohrmann | Jul 7, 2026 I read a piece on leadership recently that named a trap I have watched derail capable people for the better part of 40 years. The author called it a landmine — one of those internal habits of mind that quietly stop us from getting where we mean to go — and the most destructive one on the list was certainty: the unwavering belief that you are right and the people who see it differently are wrong.
Sovereign investors prioritize resilience, diversification amid heightened global uncertainty by Andrea Zander | Jul 1, 2026 Sovereign investors managing approximately $29 trillion are undertaking a broad reassessment of portfolio construction, according to the 14th annual Invesco Global Sovereign Asset Management Study.
Institutional infrastructure allocations mature as more than half of investors reach target allocations in 2026, finds Hodes Weill & Cornell University’s Brooks Center for Infrastructure by Released | Jun 18, 2026 Institutional infrastructure investing has entered a new phase of maturity, with allocation growth moderating, returns remaining consistent and global capital flows shifting, according to the 2026 Institutional Infrastructure Allocations Monitor released today by Hodes Weill & Associates and Cornell University’s Brooks Center for Infrastructure.
Newmark: Data center growth drives industrial demand in Texas by Andrea Zander | Jun 18, 2026 As projects expand across Texas, they are creating new demand for the industrial real estate needed to support construction, operations, equipment movement, manufacturing and long-term maintenance, according to Jamil Harkness – senior research analyst, national industrial at Newmark.
Perspectives: A rocket, a record IPO and what it means down here by Geoffrey Dohrmann | Jun 16, 2026 When Space Exploration Technologies priced its initial public offering last week — about $135 a share, roughly $75 billion raised, a valuation near $1.77 trillion, the largest stock-market debut in history — my first reaction was probably the one many of you had. A rocket company. What does that have to do with the buildings, the platforms and the long-lived assets the rest of us spend our careers underwriting?
Industrial real estate is getting more power intensive — and that’s changing everything by Released | Jun 15, 2026 As industrial real estate becomes more automated, electrified and operationally intensive, power capacity is emerging as a subtle but increasingly important differentiator across warehouses, logistics facilities and manufacturing space.
U.K. data center take-up continues to concentrate on London as lack of power capacity intensifies – Savills by Released | Jun 10, 2026 Nineteen megawatts of the United Kingdom’s existing data center capacity was taken-up in the first quarter of 2026, says Savills, as a lack of available options following a record year of take-up in 2025 begins to take effect.
Perspectives: Won’t get fooled again — why information overload, and hidden filters, are becoming a fiduciary risk for institutional and private wealth decision makers by Geoffrey Dohrmann | Jun 9, 2026 We are all overwhelmed. Anyone who claims otherwise isn’t paying attention. Every day brings a new wave of invitations: subscribe to this newsletter, follow that person, join this group, watch this video, listen to this podcast, stay informed. The volume alone is exhausting. But volume isn’t the real problem.
Perspectives: The AGM as a governance moment — what investors actually want, and what managers must stop doing by Geoffrey Dohrmann | Jun 2, 2026 For many investment managers, the annual general meeting (AGM) still feels like a legacy obligation: a required checkpoint on the calendar, a dense deck, a long morning, a polite lunch and a collective exhale once the last LP has left the room.
Australian data center growth and energy transition at a crossroads by Elise Mackanych | May 29, 2026 Australia’s data center expansion is occurring at a rapid rate, which is adding complexity to the country’s energy transition goals, according to Fitch Ratings.
Perspectives: What you see isn’t always what you get — Disclosure is not risk management by Geoffrey Dohrmann | May 28, 2026 In the institutional investment world, disclosure has never been more abundant. Private placement memoranda swell by the year. Risk factor sections stretch for dozens of pages. Side letters, ESG appendices and regulatory addenda multiply. On paper, everything is disclosed. And yet, recent cycles have made one uncomfortable truth increasingly hard to ignore: Disclosure, even when exhaustive, is not the same thing as risk management.
AI is creating a sustainability paradox by improving building efficiency, but raising the overall demand for power by James Wallace | May 26, 2026 Artificial intelligence represents both a sustainability tool and a sustainability stress test for real assets.
APAC data center investment hits record $11.6b as power access reshapes growth by Released | May 26, 2026 Asia Pacific (APAC) data center investment reached a record $11.6 billion in 2025, as power availability increasingly determines where new capacity can be delivered, according to CBRE’s 2026 Asia Pacific Data Centre Trends & Outlook Report.
