Videos & Podcasts

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)

Jacmel Partners’ Jorge Mora on opportunities in the U.S. transport sector and beyond

Jorge Mora, co-managing partner of Jacmel Partners, sits down with i3 editor Kali Persall to discuss opportunities in the U.S. transportation sector, as well as tailwinds propelling energy and digital infrastructure projects. He also touches on the importance of community engagement when completing infrastructure investments and how diversified investment structures such as public-private partnerships come into play for the firm. (07/2025)

Why India, why now

Like China before it, India is on the rise, due in part to a doubling of its infrastructure assets, a young and well-educated population, a giant consumer market and scads of new startup companies. Kevin Carter, founder and CIO of EMQQ Global, explains the opportunities for investors. (07/2025)

Cooley’s Sonny Allison and Robert McDowell on the implications of data center & AI investments on the middle market

Sonny Allison, partner and co-chair of law firm Cooley’s global private equity practice group, and Robert McDowell, chair of Cooley’s communications practice group, join i3 editor Kali Persall to discuss how middle-market firms are approaching investments in digital infrastructure, what types of opportunities these firms are seeking and what types of assessments companies are making when looking to invest and build in this space. (07/2025)

Editors’ Roundtable: June 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; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)

Cohen & Steers’ Tyler Rosenlicht on how listed infrastructure can complement private holdings

Tyler Rosenlicht, portfolio manager for global listed infrastructure at Cohen & Steers, sits down with i3 editor Kali Persall to discuss key themes from the report, Private and listed infrastructure: The case for a complete portfolio.  Rosenlicht highlights which factors are driving increased allocations by investors across both listed and private infrastructure, what benefits allocations to both listed assets and private holdings can offer in today’s economic environment, misconceptions about outperformance and the role of interest rates, and how listed infra can…

Aberdeen Investments’ Eric Purington on the opportunity set for private infra and mid-market investments amid volatility and tariffs

Eric Purington, investment director and portfolio manager at Aberdeen Investments, sits down with i3 editor Kali Persall to discuss how private infrastructure investments — particularly in the middle market — are being impacted by market volatility and tariffs, and how international markets outside of the United States can offer additional opportunities. (06/2025)