Journal
Notes on energy,
land and infrastructure.
Capital with Conviction: How Long-Term Infrastructure Investing Works
Infrastructure investing rewards a different kind of discipline than most asset classes - one built around decades, not quarters.
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Why Greenfield Investment Outperforms in Emerging Land Markets
Ground-up land development carries more upfront risk than acquiring existing assets, and done right, a structurally different return profile.
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Designing Hyperscale Data Centers for the AI Decade
AI workloads have rewritten the design brief for data centers - power density, cooling, and site selection all look different now.
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Inside the Grid: Modernizing Energy Support at Scale
Aging transmission infrastructure is the quiet bottleneck of the energy transition. Here is what real grid modernization actually requires.
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Renewable Energy at Scale: Lessons from Wind and Solar Co-Location
Putting wind and solar on the same site is not just about saving land - the two technologies complement each other in ways that improve project economics.
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The Business Case for Sustainable Building Design
Green building standards used to be a cost premium. In most markets today, the economics have quietly flipped.
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New posts on our projects, sustainability standards and market outlook.