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Editors’ Roundtable: A look back at 2025 and forward to 2026

 IREI editors convene to discuss issues of the day, and you’re invited to listen in. Joining the discussion is Loretta Clodfelter, the organization’s editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo, editor of Institutional Investing in Infrastructure. (12/2025)

Five disruptive and converging themes that will define 2026

 The modern economy is defined by accelerating disruption. Forces including infrastructure development, tech innovation, demographic shifts, resource constraints and deglobalization are reshaping industries and creating new investment opportunities. Arelis “Lis” Agosto and Pedro Palandrani of Global X, the New York City-based provider of exchange-traded funds, join the program to discuss the trends. (12/2025)

Unpacking the investment opportunity for U.S. renewable power

 There has been a lot of noise following the announcement of the One Big Beautiful Bill Act. But where does the investment opportunity for renewable power in the United States actually stand? Jim Hughes, a managing partner in the energy transition group at EnCap Investments, weighs in and shares how investors capture opportunities despite the uncertainty. (12/2025)

Carne Group’s Des Fullam on increasing participation in the infra asset class by retail investors

 Des Fullam, chief regulatory and client solutions officer at Carne Group, sits down with i3 editor Kali Arevalo to discuss some of the findings of the company’s recent markets report series, including what’s driving rising interest from retail investors in infrastructure and how significant retail capital could become for the sector. He also touches on how regulatory changes, government initiatives and new fund structures are opening up the asset class to retail investors and how managers are adapting their strategies. (12/2025)…

The blurring of private equity, infrastructure and real estate

 What is driving the convergence of asset classes, and how are traditional risk-return profiles being redefined as these sectors overlap? What does this evolution mean for traditional infrastructure investment models? These are a few of the questions Geraldine Barlow, managing director and head of infrastructure at Affinius Capital, tackles in conversation with i3 editor Kali Arevalo. (11/2025)

Editors’ Roundtable: The space economy lifts off, and data centers aim to follow

 IREI editors convene to discuss issues of the day, and you’re invited to listen in. Joining the discussion is Loretta Clodfelter, the organization’s editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Elise Mackanych, associate editor at Institutional Real Estate, Inc. (11/2025)

Wafra’s Edward Tsai on trends and challenges in the aviation sector

 Edward Tsai, managing director and head of real assets and infrastructure at Wafra, sits down with i3 editor Kali Arevalo to discuss where investor appetite for the aviation sector stands at the end of 2025, trends driving momentum in the space, middle-market opportunities and challenges to be aware of moving into 2026. (11/2025)

QIC’s Arash Shojaie on the growing interest in powered land

 Arash Shojaie, partner at QIC, sits down with i3 editor Kali Arevalo to discuss why powered land is growing in popularity among infrastructure investors, what characteristics investors look for when selecting sites, pros and cons of investing in powered land via infrastructure versus real estate strategies, and more. (11/2025)

Private market alternatives take aim at 401(k) plans

 Marta Norton — chief investment strategist for Empower Investments, one of the largest providers of 401(k) programs — discusses the Trump’s administration decision to actively pursue a policy of expanding access to private market alternatives within 401(k) plans, with an aim toward democratizing access to asset classes historically reserved for institutional and high-net-worth investors. (11/2025)

Editors’ Roundtable: A discussion about real estate, data centers and, of course, AI

 IREI editors convene to discuss issues of the day, and you’re invited to listen in. Joining the discussion is Loretta Clodfelter, the organization’s editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025)

Troutman Pepper Locke’s Vaughn Morrison on opportunities and challenges in the U.S. energy storage sector

 Vaughn Morrison, a partner at law firm Troutman Pepper Locke, sits down with i3 editor Kali (Persall) Arevalo to discuss how the One Big Beautiful Bill Act is impacting the energy storage sector, how industry professionals are navigating tariff and supply-chain uncertainty, and how foreign entity of concern rules are impacting the industry. (10/2025) These are among the key highlights of a paper Morrison recently co-authored, titled Brave New World: What’s Next for US Energy Storage After OBBBA and Amid Continued Tariff Risk? 

Editors’ Roundtable: Hotels, Airbnb, inflation, infrastructure and quantum computing

 IREI editors convene to discuss issues of the day, and you’re invited to listen in. Joining the discussion is Loretta Clodfelter, the organization’s editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (09/2025)
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