Content (17)
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Video
Identifying real estate opportunities in a higher rate environment
Watch the full video now at the link below
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White papers
Listed infrastructure: Structural growth tailwinds aplenty
Quick takes on capital markets
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White papers
10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
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White papers
AI is transforming the data center
Artificial intelligence (AI), formerly relegated to the pages of scientific journals and science fiction narratives, is now permeating the fabric of our everyday lives—and transforming the data center in the process.
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White papers
Most new data center capacity is still in primary markets
Demand for data center capacity has been rising exponentially for well over a decade. COVID-19 caused a significant acceleration in that growth, at the same time as it upended global supply chains.
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White papers
Listed REITs 2024 Outlook
After lagging equities the past two years, REITs offer an attractive investment opportunity in 2024.
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White papers
2024 REAL ESTATE OUTLOOK: Threading the eye of the needle
The global economy is finely balanced with the push of high interest rates colliding with the pull of strong labor markets.
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White papers
Listed infrastructure: Electrification drives opportunities for listed infrastructure companies
Electrification is at the core of the global energy transition. Electricity is likely to see the fastest demand growth of any major energy source in the coming decades.
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White papers
Opportunities in listed REITs today: Outlook for the months ahead
Listed REITs have faced headwinds the past 18 months, with stickier-than-anticipated inflation requiring continued hawkish bank rhetoric, increasing upward pressure on bond yields and negative pressure on real estate values and REIT stock prices.
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White papers
Inside Real Estate Outlook: Waiting for Godot
In Samuel Beckett’s play “Waiting for Godot”, two characters engage in an endless discussion while awaiting the titular Godot who never arrives. A similar parallel appears to beset global investors waiting for central bankers to signal the end of monetary tightening.
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White papers
Data centers: Viable for the long term
Will big advancements in technology—like artificial intelligence—render existing data centers obsolete? Consensus is no.
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White papers
Behind the gate: The anatomy of a data center
Data centers are the cornerstones of our digital world. And yet few people have ever been inside one. You can’t walk up to the lobby and ask for a look around. But in this short paper, we’ll give you a peek inside.