The Carlyle Group research. Open the original to read the full piece.
Published by The Carlyle Group. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.
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.
Research examining how limited partner expectations and policy drivers are influencing sustainable investing practices and performance in real estate.
Commentary on sustainable investing strategy that examines the importance of understanding actual portfolio holdings and drivers beyond exclusionary screening approaches.
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