Videos & Podcasts

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)

EV chargers as competitive advantage for apartment investors and operators

Ben Kanner, co-founder and COO of 3V Infrastructure, a capital provider that collaborates with apartment operators to own and operate Level 2 EV chargers, discusses the amenity in terms of establishing a competitive advantage over rival properties. (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)

MPC Capital’s Constantin Baack on the investment case for the offshore support vessel market

Constantin Baack, CEO of MPC Capital, sits down with i3 editor Kali (Persall) Arevalo to discuss what’s driving growth in the offshore support vessel (OSV) market, challenges investors should be aware of and why now is an ideal time to invest in OSVs. (10/2025)

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)

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)