In Focus: Glen Matsumoto on emerging markets Glen Matsumoto, partner and head of infrastructure at Actis, discusses macro trends in emerging markets, the investment thesis behind growth market infrastructure opportunities, and ways investors can take advantage of such opportunities. (03/2020)
In Focus: Norm Miller on the impact of COVID-19 on commercial real estate Norm Miller, Professor of Real Estate Finance at the University of San Diego School of Business, discusses the impact of COVID-19, also known as the Coronavirus, on the retail, hotel, multifamily, cap rate markets, and more. (03/2020)
In Focus: Sam Bendix on data centers Sam Bendix, managing director, investor relations at National Real Estate Advisors, discusses if technological obsolescence is a significant risk factor in data center investment and what are the current and future demand drivers for data centers. (03/2020)
Infrastructure Report: Digitizing the backbones of our economies Ardian and Fabernovel have jointly released a report titled The Augmented Infrastructure that argues we need to consider a holistic approach to infrastructure during the 21st century, one that encompasses human, environmental and technological variables to establish them as an interconnected ecosystem. One of the report’s co-authors, Mathias Burghardt, head of infrastructure activity at Ardian, joins the program to elaborate on the report. (02/2020)
In Focus: Tor Syverud on hydropower Tor Syverud, head investment management hydropower at Aquila Capital Hamburg, discusses why hydropower is an asset class with untapped potential, what is driving investor appetite in the sector, and what the future holds for the hydropower asset class. (02/2020)
In Focus: Melis Ogutcu on brownfield and greenfield trends Part 1 of series Melis Ogutcu, head of research – North America at Inframation and Sparkspread, discusses why energy, power and renewables are driving greenfield and brownfield deal growth and reveals deals and trends to watch for in 2020. (02/2020) This is part 1 in an interview series about brownfield and greenfield trends. Part 2 coming April 2020.
Infrastructure Report: Building an electric vehicle charging grid What is the current state of EV-charging infrastructure? What cities are models for EV charging points? How can a good network of charging stations boost a city’s reputation? Who pays? Who invests? Dominic Taylor, an energy and transportation specialist with Arup, is our guest. (02/2020)
Infrastructure Report: Investment opportunities presented by the 5G economy What is 5G and why is it so important? What impact will it have on U.S. and global infrastructure? What are the investment opportunities? How quickly will it roll out? What role are cell tower REITs like to play? Cohen & Steers executive Ben Morton — head of global infrastructure and a senior portfolio manager for firm’s infrastructure portfolios — joins the program to explain. Morton’s report on the coming 5G economy can be downloaded at the firm’s website, be…
In Focus: Chase McWhorter reflects on 2019 infrastructure, shares forecasts for 2020 Chase McWhorter, managing director of IREI's Institutional Investing in Infrastructure, sums up major themes that emerged in the infrastructure market in 2019 and shares his predictions for 2020. (01/2020)
In Focus: Brian Zrimsek on millenials moving into management Brian Zrimsek, industry principal at MRI Software, discusses the characteristics of Millenials, the approach Millenials take toward management, Millenials use of tech in the workplace and more. (01/2020)
