From the growing importance of energy security to insights from our team, portfolio milestones, and perspectives on the markets shaping the energy transition, this month’s newsletter highlights the forces driving competitiveness and resilience across the global economy.

Bisnow explores how climate risk data is becoming a core input for commercial real estate investing, with Galvanize’s Joseph Sumberg highlighting how better analytics can help investors identify opportunities, not just avoid risk.

As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.

The few managers that have developed strategies focused on real estate decarbonization are benefitting from significant market tailwinds.