The industry's own research.
8 items
TPG leaders discuss how asset-based finance is expanding across housing, commercial real estate, and digital infrastructure as bank retrenchment and structural demand reshape private credit.
TPG and Peppertree leadership discuss digital infrastructure investment opportunities, particularly in wireless tower development and connectivity, following TPG's acquisition of Peppertree.
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
TPG Rise Climate leaders discuss how falling solar and wind costs and surging AI and data center power demand are reshaping the economics of the energy transition.
TPG Angelo Gordon's Reid Liffmann and Matt Jackson outline a U.S. real estate strategy built on collaborating with local partners to source deal flow and execute value-add programs.
Jim Coulter and Scott Lebovitz argue the major themes of climate investing are cascading from private equity into infrastructure, where capital is needed to scale solutions over the next decade.
TPG Real Estate leaders argue that ongoing dislocation in real estate credit markets, with a multitrillion-dollar CRE maturity wall, has created one of the best moments to be a real estate lender.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.