Sector Investment 24-Hour Briefing
×Renewable Energy & Infrastructure
New guidance for US renewables developers on navigating FEOC rules brings helpful clarity amid ongoing adaptation. Legal disputes are increasing across infrastructure projects, creating what experts call a dispute super cycle that warrants caution due to potential costs.
Private Equity & Real Estate
Blackstone Strategic Partners is leading a $2 billion evergreen vehicle for Edge Connex with room for future growth. Nuveen seeks third-party capital to expand its €1 billion Nordic self-storage platform Green Storage, currently owned outright by TIAA.
Policy & Market Outlook
Trump's homeownership push creates uncertainty over policy and valuation but not immediate cashflows, according to Easterly Ranger's Peter Zabierek. The New Bedford Retirement Board issued an RFP for value-add real estate managers, seeking up to $12 million in allocations.