Real Estate and Hard Assets in an AI Decade: Where Allocators Are Putting Real Money
Software and AI take the headlines. The physical layer underneath — land, housing, energy, storage, logistics — quietly reprices on the back of the same demand. Robert Croak makes the case for real assets in an AI decade: what actually gets bid when compute and energy demand compound, how to size those positions against a liquid book, and where the return comes from — yield, appreciation, or the scarcity of the asset itself. Built for people who deploy capital rather than watch it.
Cedric Nash
Jude Bernard
Trinity Chavez 