Bring up the banana diet of some productivity zealot to Barry Ritholtz, co-founder and chief investment officer of Ritholtz Wealth Management, and he is off and discussing the genetics of taste buds, the soap-like flavor cilantro produces in roughly one in six people, supertasters with abnormally dense clusters of receptors across their tongues, the mysterious internal calibration that makes some people stoic in the face of ...

Two sponsors each run a $300 million real estate portfolio. One employs 12 people. The other employs 25. Both charge the same management fee, because fees are priced on committed capital, not headcount — an asymmetry limited partners (LPs) have quietly tolerated for two decades. That tolerance is ending. Capital is repricing what it pays sponsors in private real estate, and the pressure has nothing to do with the deal-quality debate everyone’s having in public. It’s about fees, and it’s being driven by ...

Congress has transformed qualified opportunity zones (QOZs) from a temporary tax incentive to a permanent wealth-planning tool. The updated framework, designed not only to channel private capital into economically distressed areas, but also makes the program permanent, narrows eligibility criteria and introduces enhanced investor incentives. Originally enacted under ...

Carlos Paz-Soldan, director of the Columbia Fusion Research Center and associate professor of applied physics at Columbia University, arguing for a bigger U.S. commitment to developing nuclear fusion technology: “The U.S. now needs nothing short of another Manhattan Project, backed by ambitious federal funding, to solve the remaining technical challenges standing in the way of fusion energy. History shows energy crises can spur action. This time, we should act before the sense of urgency fades.”

The Defined Contribution Alternatives Association has published a new white paper titled Private Infrastructure in Defined Contribution Plans: Enhancing Outcomes through Diversification of DC Multi-Asset Investment Strategies. Download a copy here.

One in 10 American households rents self-storage space, a figure that translates to roughly 13 million units occupied at any given time. Against a national inventory exceeding 2.1 billion square feet, that demand has quietly made self-storage one of the more compelling investment theses in real estate today. What distinguishes self-storage from most other asset classes is ...

Legislation aimed at the housing market could have mixed success at increasing affordability. A comparison of recent U.S. legislation with the wider research literature provides some insights on what impact regulatory changes can have on residential markets. The 21st Century ROAD to Housing Act, passed in July 2026 by the U.S. Congress, is more likely to slow housing price and rent growth than to produce an immediate broad price decline, according to a review of relevant research literature. The biggest effects should come with ...

Market cycles rarely repeat identically, but they often echo in ways that are too loud to ignore. Indeed, investors have seen this movie before, even if the cast has changed. The public equity market today and the one that peaked in March 2000 rhyme in their structure rather than their specifics. Both cycles were built on transformative technology, the commercial internet then ...

The private real estate market emerging after pandemic disruption and a prolonged cycle of interest rate hikes looks very different from the broad generalist model that defined the sector for decades. Real estate investing is shifting away from broad market exposure toward specialist real estate strategies focused on sectors such as data centers, logistics, multifamily housing, digital infrastructure and ...

America’s housing crisis has a missing middle, and Peter Heller wants to fill it. Heller, director of acquisitions at Baltimore-based ABR Capital Partners, has spent the past few years hunting for creative ways to house workers who earn too much for government-subsidized apartments but too little for the gleaming class A towers reshaping city skylines. It’s a demographic — households earning 60 to 120 percent of area median income — that Heller says represents the largest cohort of renters in the country, one institutional real estate has only ...

The explosive growth of artificial intelligence and data centers is driving U.S. electricity demand to record levels. At the same time, federal energy policy is increasingly favoring coal and natural gas over renewable energy. The collision of those two trends is creating an unexpected opportunity for distressed investors. A new analysis from Energy Innovation argues that U.S. utility customers ...

I have been in this business since 1979, which means I have now watched four full property market cycles complete themselves and a fifth attempt to find its footing. That tenure has taught me very little about predicting when markets turn. It has taught me a great deal about what happens to people who assumed markets would not. Lately I have been hearing ...

Investors are taking note that data centers are the new major property type they should be considering for their portfolios. It was reported in the February 2026 issue of ConstructConnect News that U.S. data center spending totaled $11.5 billion with first quarter 2026 coming at $36.9 billion. This compares with $1.4 billion in all of 2025. If this construction spending continues at this pace ...

Gold-hungry central banks. Copper miners buying back stock instead of digging new pits. A supply chain splitting along U.S.-China lines. Add it up, and Bob Minter thinks investors should stop asking whether a commodities boom is coming — and start asking whether ...

Private markets are, without question, one of the most transformational stories in modern finance. The numbers speak for themselves: 87 percent of all U.S. companies generating more than $100 million in revenues remain privately held, yet the average individual investor has allocated less than 5 percent of their portfolio to this space. That gap represents both an enormous opportunity and a shared responsibility to get the language right as we invite a new generation of ...

David Butler, co-CEO at Argosy Real Estate Partners explains how the new rules reshape the opportunity zone program.

In a sponsored report published in the September issue of Real Assets Adviser, Steve Kirschner, senior vice president – national institutions at Redwood Investment Management, looks at the advantages of adding real estate debt to a sector rotation strategy.

As investors accumulate assets and their objectives evolve, a fundamental question often receives less attention than it deserves: Is continued tax deferral always the best outcome? “The answer, in many cases, is more nuanced than investors and advisers may initially assume,” explains Nathan Clayberg, senior vice president at MLG Capital, in a sponsored report published in the September issue of Real Assets Adviser.

Nearly a decade after their initial program launch, Opportunity Zones (OZ) are entering a new phase, one that could signifi­cantly improve after-tax outcomes and reshape how large capi­tal gains are redeployed.

In a sponsored supplement that accompanied the September issue of Real Assets Adviser, Epic Advisory’s Suzanne West, founder and president, and Brandy Corcoran Carlson, partner, along with ENSO Advisor’s founder and CEO, Monica O’Neill, spoke about fiduciary culture, the realities of raising institutional capital and what separates a deal sponsor from an institutional-quality platform.

Macquarie Asset Management (MAM) has spent more than three decades building relationships, expertise and scale to be a trusted provider of infrastructure financing.