Robert Croak · Saturday, December 5 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.