June 2026 Newsletter

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June 11, 2026

June 2026 Newsletter

AI, electrification, and industrial reinvestment are accelerating a new capital cycle. In this month's newsletter, we explore the implications for private credit, nuclear energy, real estate, and the companies building the infrastructure behind the next economy.

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Credit & Capital Solutions Strategy Commits $75 Million to Highland Electric Fleets

The capital strengthens Highland's ability to scale its Electrification-as-a-Service platform and deliver electric transportation solutions to school districts across the U.S.

May 28, 2026

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Article

Rooftop Solar in Practice

A conversation with Dr. Howard Branz on how onsite solar, battery storage, and distributed energy systems are reshaping building economics and creating new value opportunities in real estate.

May 19, 2026

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Whitepaper

Returns Follow Scarcity: Investing in the Physical Reinforcement of the AI Economy

AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.

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