2Research pieces indexed
Latest Dec 9, 2025
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in The Carlyle Group’s work remain with The Carlyle Group; we link to the original.
Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.
This is a sustainability report published by The Carlyle Group in 2025 addressing resilience across global operations and investments. The report covers sustainability-related topics and practices within the firm's portfolio and business activities.
Property types that turn up most often in The Carlyle Group’s published research.
Geographies that turn up most often in The Carlyle Group’s published research.