Videos & Podcasts

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)

Worley Consulting’s Nicola Knight on challenges facing low-carbon hydrogen projects

Nicola Knight, director, low carbon at Worley Consulting, sits down with i3 editor Kali Persall to discuss why early-stage low carbon hydrogen projects are falling short, what regulation and incentive changes could be implemented to unlock more opportunities, and how investors can assess the potential commercial viability of a particular technological solution. (09/2025)

M&A activity surges for real estate, infrastructure, real assets

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what’s at play. (09/2025)

Principal Asset Management’s Mansi Patel on infrastructure debt as a resilient asset class through market cycles

Mansi Patel, head of infrastructure debt at Principal Asset Management, sits down with i3 editor Kali Persall to discuss how private infrastructure debt can demonstrate resilience during periods of economic uncertainty or market volatility, why investor appetite for infrastructure debt has evolved in recent years, and how infrastructure debt offers diversification across geographies and sectors. (09/2025)

Editors’ Roundtable: AI boom (and bust?), jobs, inflation and infrastructure and real estate capital flows

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; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

The shifting dynamics of industrial real estate investing

How is industrial real estate trending these days? How are investors repositioning their commitments? What is happening with occupancy and new development within the space? What global factors are influencing its performance? David Greek, managing partner at Greek Real Estate Partners, offers his assessment. (08/2025)

Imperative’s Scobie Mackay on the market for carbon projects

Scobie Mackay, CEO of Imperative, sits down with i3 editor Kali Persall to explain the link between nature infrastructure and the carbon markets, how carbon market projects might become a more mainstream, investable assets class and where the opportunities for institutional investment are as the market evolves. (08/2025)

XCF Global’s Mihir Dange on trends in the SAF market and growing investor interest in sustainable aviation

Mihir Dange, CEO of XCF Global, sits down with i3 editor Kali Persall to discuss tailwinds that are driving the surge in interest around synthetic aviation fuel (SAF), the key attributes that make SAF attractive to both institutional and retail investors, and what’s holding back SAF production from scaling faster. (08/2025)

Water is scarce and that spells numerous opportunities for investors

Morgan Stanley, in a 2024 report, wrote that water is now the top asset of interest for investors in both the United States and Europe. We dive into the subject with water investing expert David Grumhaus, president, CIO and senior portfolio manager at Duff & Phelps, as well as the cover profile for the June 2025 edition of Real Assets Adviser magazine. (07/2025)

Ferrovial’s Silvia Ruiz on the roles of technology and partnerships in highway development

Silvia Ruiz, director of investor relations at Ferrovial, sits down with i3 editor Kali Persall to discuss innovations and technologies that are gaining traction in the transport sector, how public-private partnerships can accelerate development and drive innovation and modernization efforts when it comes to delivering highways, and key considerations for building well-managed, tech-enabled transport infrastructure for the future. (08/2025)

Why Mexico is well-positioned to capitalize on the evolution of global trade

John Sherman, a director for William Blair & Co. and the lead author for the firm’s report titled Why Mexico Is Positioned Well as Global Trade Evolves, joins the program to elaborate on his findings. (07/2025)

Editors’ Roundtable: July 2025

IREI editors convene to discuss internal and external 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; Marek Handzel, editor of Institutional Real Estate Europe; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (07/2025)

Actis’ Adrian Mucalov on challenging misconceptions about emerging markets

Adrian Mucalov, partner and head of the Long Life Infrastructure business at Actis, sits down with i3 editor Kali Persall to discuss what makes emerging markets attractive for infrastructure investment today and how that opportunity set has evolved during the past decade. Mucalov also discusses which infrastructure sectors are attracting the most investor interest within emerging markets, while clearing up misconceptions. (07/2025)