Real Assets

Artificial Intelligence is Powering Opportunities Across Public Real Assets

White Paper

Apr 19, 2024

Enthusiasm for the artificial intelligence (AI) megatrend has largely focused on technology company beneficiaries. However, we believe real asset companies that operate the backbone of the digital economy offer an attractive way to capitalize on the AI megatrend with potentially lower substitution and technology risks.

The boom in AI and other complex quantum computing applications is driving explosive growth in data that electrical grids are already having trouble keeping pace with. Data, the world’s fastest-growing commodity, requires critical real assets in order to be transported, processed, stored and powered.

In our view, significant investment will be required to upgrade the infrastructure and real estate needed to handle the insatiable appetite for data and resulting rapid increase in power demand. We see this powering opportunities across four key areas of the public real asset universe.

     1. Data-Related Property Types and Infrastructure
     2. Generation, Transmission & Distribution of Power
     3. Energy Midstream Infrastructure
     4. Hardware Solutions Supporting Data Infrastructure

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