Sector Investment 24-Hour Briefing
×Renewable Energy Sector
US renewables developers received new guidance on navigating FEOC rules, bringing helpful clarity to the sector. While no "extinction event" is expected, the industry continues to adapt to evolving regulatory frameworks.
Infrastructure Investment
Blackstone Strategic Partners is leading the establishment of a $2 billion evergreen vehicle for Edge Connex, with potential for future expansion. The infrastructure investment landscape faces growing challenges, with legal disputes becoming more frequent and potentially costly across projects.
Real Estate Investment
Easterly Ranger suggests that Trump's homeownership executive order creates uncertainty over policy and valuation but not immediate cashflows. Meanwhile, Nuveen is seeking third-party capital to recapitalize its €1 billion Nordic self-storage platform, Green Storage.
Pension Investment
The New Bedford Retirement Board has issued an RFP for value-add real estate managers, planning to allocate up to $12 million to the strategy. This move reflects continued pension interest in alternative real estate investments despite market uncertainties.