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.

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.

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.