Videos & Podcasts

The AI-fueled investment opportunities in digital infrastructure and energy

There is $6.4 trillion of capital needed for energy and digital infrastructure that public markets and commercial banks and cannot absorb. What makes the current situation different from past surges in infrastructure investment? And could we be witnessing a broader rotation from investing in the digital economy’s intellectual property toward investing in the physical infrastructure that makes that economy possible? Don Dimitrievich, a senior managing director and portfolio manager for energy infrastructure credit at Nuveen, offers his perspective. (09/2026)

Trends and opportunities in the power infrastructure sector

The power grid is undergoing its biggest transformation in decades, propelling opportunities in related infrastructure service platforms and sectors. Jeff Jenkins, co-founder and managing partner of Bernhard Capital Partners, joins i3 editor Kali Arevalo to discuss where exactly private capital is flowing within the power infrastructure ecosystem, the structural shift in American reindustrialization and why the nature of current investment opportunities represent a lasting structural shift rather than cyclical demand. (09/2026)

The EV charging challenge: Powering the robotaxi and fleet vehicle revolution

Tyler Sentman, vice president of finance at Voltera, a company founded in 2022 that builds and operates charging stations that serves fleets of robotaxis and other electric vehicles, joins the program to explain its promise and impediments of the charging station buildout. (08/2026)

Editors Roundtable: Infrastructure fundraising and the economic case for universal basic income

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 Arevalo, editor of Institutional Investing in Infrastructure. (08/2026)

Lessons from the solar industry and the skies ahead

Jared Schoch, founder and chairman of TurningPoint Energy, a national solar development company, offers his perspective on the solar energy business — past, present and future. (08/2026)

Editors Roundtable: AI in the newsroom, summer lull and upcoming events

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. (07/2026)

The data center is going orbital and here is what investors need to know

The space economy is booming, artificial intelligence is booming, data centers are booming, and technology and real estate investors are making huge commitments to those asset classes. And now those categories are being brought together in the aspirational form of data centers in space. A new report from JLL makes sense of the subject in a new report. Elaborating on the firm’s research during this episode is Andrew Batson, head of data center research and strategy for the Americas at…

Editors Roundtable: Featured stories from our latest editions

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 Marek Handzel, editor of Institutional Real Estate Europe. (06/2026)

Author Spotlight: ‘The Infrastructure Book’ on the best and worst of human civilization’s backbone

Sybil Derrible, professor of urban engineering at the University of Illinois, Chicago, and author of the popular science title ‘The Infrastructure Book: How Cities Work and Power Our Lives,’ joins the program to discuss the state of global infrastructure. He is also a fellow of the American Society of Civil Engineers, and was a lead author on the United Nations Environmental Program Seventh Global Environment Outlook (GEO-7). Derrible invites your questions and comments. He can be reached at derrible@uic.edu. (06/2026)

Editors Roundtable: Stress in the euro zone, cohousing, CRE dealmaking and battery storage

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 Marek Handzel, editor of Institutional Real Estate Europe. (04/2026)

Editors’ Roundtable: A new global energy crisis

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 Marek Handzel, editor of Institutional Real Estate Europe. (03/2026)

The community backlash against data centers

There are more than 5,000 active data centers in the United States, and many more are being proposed and constructed. That has created local resistance, particularly when communities see higher energy prices as a result of heavy data-center power needs. David Rubenstein, an attorney with Polsinelli, concentrates his practice on commercial real estate matters, with a specialized focus on the development of data centers and other forms of digital infrastructure. He outlines the issue and ways developers and investors can…

Why 2026 will be a year of ‘refinement’ rather than ‘discovery’

Izzet Bensusan, CEO and founder of Captona, sits down with i3 editor Kali Arevalo to talk about discipline in capital deployment, confidence amid volatility, promising market segments, tariff clarity grid constraints, and more. (02/2026)

Steers Center for Global Real Assets ramps up program for future professionals

Matthew Cypher, director of Georgetown University’s Steers Center for Global Real Assets, discusses the 10-month master’s program combining real estate, infrastructure, global finance and sustainability designed to prepare young professionals to lead a rapidly evolving investment market. What’s more, executive chairman and program founder Bob Steers, co-founder of Cohen & Steers, recently donated $10 million to fund full-tuition scholarships. (01/2026)

Opportunities in U.K. battery storage

Battery energy storage is the overlooked backbone of the energy transition. That is the view of Greg Falzon, partner and co-head of investments at AIP Management, who joins i3 editor Kali Arevalo to talk about why battery storage is moving from a niche flexibility solution to a core component of grid stability and system planning. (01/2026)