Insights
Institutional research, market notes, and event participation across data center capital markets, AI compute, and grid infrastructure.
Featured Research
A first-principles look at how frontier AI training and inference workloads are reshaping site selection, cooling topology, and power delivery for the next decade of hyperscale campuses.
How Fund IV underwrites federal, defense, and healthcare-grade data centers — the certification stack, staffing model, and revenue premium.
Why substation availability — not land — is the binding constraint on hyperscale supply in every major North American market.
Portfolio construction, capital structure, and liquidity design for the platform’s stabilized-yield vehicle.
Events
The Managing Partner will present on institutional data center capital structures alongside the broader REIT community.
Keynote: “Deploying $141 Billion into the AI Infrastructure Buildout.”
Panel: “Compliance-Grade Facilities and Sovereign Cloud Buildouts.”
Roundtable participation on digital infrastructure fund vintages.