Brookfield has published a new white paper titled Private markets: Building what’s next. Among its key takeaways: Housing, highways and hydropower: Large, long-lasting assets such as housing, highways and hydropower form the backbone of the global economy, and that backbone is evolving faster than ever as digitalization, deglobalization and decarbonization transform economies. Read more here.

For years, digital assets have lived in a regulatory gray zone of being large enough to demand attention, but often inconsistently defined to fit neatly into traditional securities law analysis. That ambiguity has created no shortage of uncertainty for registered investment advisers (RIAs). The SEC’s new interpretive release on the application of federal securities laws to certain digital assets and related transactions does not resolve every open question. It does, however ...

The number of U.S. store openings may be at its lowest level in six years, but IKEA’s expansion pattern this year shows retailers are not retreating from physical space. They are changing how they use it. In July, IKEA led the retailers tracked by Coresight Research in net square footage announced, with an estimated ...

The vote was close enough to sting. Ed Murphy was a freshman at St. Petersburg Catholic High School in Florida when he ran for class president. He lost by three votes — 98 to 95. Murphy remembers the count decades later. A year after, he ran again. This time he won. He won again as a junior and, as a senior, became president of the student body. Such has been the resilience of Edmund F. Murphy III, who has spent much of his life stepping into ...

A little-known federal policy shift is about to push a wave of surgical procedures out of hospitals and into leased medical space — and real estate investors are taking notice. Combined with a rapidly aging population, that shift is turning medical outpatient buildings (MOBs) from a niche alternative into one of commercial real estate’s best-performing property types. Occupancy sits above 92 percent. Cap rates are below 6.5 percent. And rent growth is outpacing anything the broader office sector can offer. For investors, MOBs now deliver risk-adjusted yields that look far more like ...

For the past three years, the multifamily market has been defined by one narrative: record supply. Apartment deliveries surged across the Sun Belt and other high-growth markets, concessions returned, rent growth slowed and investors began questioning whether multifamily’s long-standing fundamentals had weakened. But beneath the headlines, a different story was taking shape. The setup is ...

For as long as institutional capital has backed private real estate sponsors, polish has served as a rough proxy for capability. A sharp investment memo, disciplined reporting and a credible digital presence required money, people and process, so investors could infer much about an operation from what it sent them. AI has made polish nearly free. Every sponsor can now look institutional, while the gap between firms that have rebuilt their operations around the technology and those that have dressed up their materials widens every quarter. That gap shows up in ...

Modern economic growth has been built largely on infrastructure. Railroads and highways ignited industry and connected communities. Ports enabled global trade. Power grids and pipelines energized countless homes and businesses. Broadband and fiber optics transformed communication. Across these eras and others, the foresight to commit capital to promising technologies — long before the full scale of their impact emerged — has been essential to ...

For decades, U.S. farmland has been a refuge for investors. The country’s highly productive agricultural sector has supplied domestic consumers while exporting food and commodities around the world. And people, after all, will always need to eat. Even Bill Gates, Microsoft’s co-founder, has built one of the largest privately held portfolios of U.S. farmland, reportedly totaling about 275,000 acres — presumably as a counterweight to a technology-heavy fortune. But a portfolio hedge can become ...

Several recent large mergers and acquisitions (M&A) in the U.S. oil and gas sector have taken place in recent months, underscoring robust appetite for the sector. U.S. natural gas, in particular, is increasingly finding itself at the center of ...

We are all overwhelmed. Anyone who claims otherwise isn’t paying attention. Every day brings a new wave of invitations: subscribe to this newsletter, follow that person, join this group, watch this video, listen to this podcast, stay informed. The volume alone is exhausting. But volume isn’t the real problem. The deeper frustration is ...

A magnet temporarily grounded the world’s most advanced fighter jet. Not a software failure. Not an engine defect. A magnet containing a Chinese-sourced alloy halted deliveries of the F-35, exposing a hard reality: Even a $30 billion defense program is only as resilient as its material supply chain. The global economy is entering a new era of ...

We hear it often from investors: “Aren’t there too many apartments being built? Won’t rents fall?” It’s a fair question. The past few years delivered a historic wave of new multifamily supply — nearly 600,000 units completed in 2024 alone. In markets such as Austin, Phoenix and Nashville, that supply pressure was real and rent growth softened accordingly. What that narrative doesn’t account for is ...

Blackstone alum Joe Zidle founded Zidle Macro Strategy Group with artificial intelligence ‘employees’ who go 24/7.

In a sponsored interview published in the November issue of Real Assets Adviser, Elise Vaudour, head of wealth – green investments at Macquarie Asset Management (MAM), discusses the supply-and-demand drivers in today’s power generation sector, as well as where she sees investment opportunities and the risks for the next five to 10 years found in the electrification theme.

In a sponsored report published in the November issue of Real Assets Adviser, Clarion Partners explores the trends suggesting the U.S. industrial sector may be approach­ing the next phase of the development cycle, increasingly favor­ing experienced developers with entitled land, strong balance sheets and the ability to deliver modern logistics facilities.

In a sponsored report published in the November issue of Real Assets Adviser, Adam Liebman, managing director at Accordant Investments, looks at what has gone right, and what has gone wrong, in the private real estate asset class over the past 30 years.

In a sponsored report published in the November issue of Real Assets Adviser, Nathan Clayberg, senior vice president of MLG Capital, takes a close look at nontraded REITs and closed-end funds, including life cycle, liquidity, management compensation and tax outcomes.