Sector Investment 24-Hour Briefing
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Infrastructure & Renewables
New FEOC guidance FEOC rules may help US renewables developers adapt. Blackstone Strategic Partners is leading EQT’s planned $2bn evergreen vehicle for data center firm Edge Connex. Rising legal challenges signal an infrastructure dispute super cycle, requiring investor caution.
Real Estate & Investment
President Trump’s executive order on homeownership creates policy uncertainty but no immediate cashflow impact. Nuveen is seeking third-party capital to recapitalize and grow its €1bn Nordic Green Storage platform. The New Bedford Retirement Board issued an RFP for up to $12m in value-add real estate managers.