Infrastructure

Brokerage used to be gut calls and Rolodexes. Now it is algorithms spotting tenant shifts before they happen. Hyperscalers will not touch a data centre shell without grid data. Logistics firms demand electrification forecasts. In 2026’s messy markets, with rates dipping, tariffs biting, and power queues growing, brokers who cannot model this lose deals. Analytics…

Corporate real estate (CRE) teams and external asset managers used to occupy separate lanes. Occupiers focused on cutting costs while managers chased yields. That separation is crumbling fast. Supply chain shocks, grid upgrades, and ESG mandates now demand the same skill set: part operator, part financier, and part energy expert. Think hyperscalers retrofitting offices into…

Global Capital Rotation: From Office to Living, Logistics, and Digital Infrastructure $270 billion flowed into data centres in 2025 alone, while office assets captured just 12% of institutional capital. Living and logistics sectors together took 45%. This is not tactical rebalancing. It is a structural rotation that will define real estate capital deployment through 2030.…

Artificial intelligence is not new to real estate. What is changing is how deeply it is embedding into operating models. Advanced analytics, yield modelling and portfolio optimisation have long been part of institutional real estate. REITs refine cap rate forecasts, developers model construction timelines and cash flows, and investment managers apply machine learning to multi-market…

How Power Constraints Will Reshape Digital Infrastructure Platforms (2026–2030) 4 minute Read Data centres are no longer simply digital infrastructure. They are rapidly becoming energy infrastructure assets. Once viewed primarily through a real estate lens, large-scale facilities now rival major industrial sectors in electricity demand. The International Energy Agency estimates global data centre electricity consumption…