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In a Q&A session with RealAssets Advisor/IREI's Mike Consol, David Grumhaus, CIO talks about the evolving landscape for energy investments. With a focus on the natural gas demand and advancements in renewable technologies, the future of energy is exciting. bit.ly/3WMQWSw

Last week, Geoff Dybas, CFA and Phil Enochs, CFA got 2025 off to a great start with meetings in Lisbon, reinforcing relationships and talking about #ListedRealAssets opportunities. We believe it is an exciting time for listed real assets and we enjoy discussing their potential.

Semiconductor manufacturing and data centers are intensifying the demand for water. We see potential investing opportunities. Read our paper: bit.ly/4jWMfPN By: Nicholas Holmes and Chris Safroniy. #Water, #SustainableInvesting, #Microelectronics

#CleanEnergy co-portfolio manager Eric Fogarty discusses why he thinks “Clean Energy: The Next Supercycle” is of interest. bit.ly/4h4R084 Authors: Eric Fogarty, CFA and Ben Bielawaski, CFA #InvestmentOpportunities #EnergyInvesting #RenewableEnergy #FutureOfEnergy

The office sector is rebounding with increased demand for high-quality spaces, despite its reduced role in listed #REITs. Stephen Dye, CFA shares his thoughts: bit.ly/4ie49vP #REITs #ListedRealEstate #InvestmentOpportunities #RealAssets bit.ly/41twGIe

To celebrate Black History Month, we went to the DuSable Black History Museum and Education Center to enjoy educational programs and the galleries. It was a day of learning and exploring different perspectives. Thanks to our Heritage Committee! #BlackHistoryMonth, #blackhistory

From 2019 to 2023, Google and Microsoft saw energy and water consumption rise. As demand for digital services expands, so does the strain on water resources. Is there an investment opportunity? Read our report: bit.ly/4jWMfPN #water #SustainableInvesting #sustainability

On #WorldWaterDay, we reflect on the critical role water plays, not only in sustaining life, but as an investment. Over the long term, water stocks have outperformed both U.S. and global equities. Are they part of your portfolio strategy? See our strategy: bit.ly/4kPivoA

We are thrilled to announce that we have been awarded PSN Top Gun Manager of the Decade for our U.S. REIT strategy. This award recognizes the top performers within the PSN REIT Universe, and we congratulate our entire #REIT team. Read more: bit.ly/4iNxRYN #REIT #TopGun

The data center industry is experiencing growth, driven by rising demand for AI and cloud computing. Read our latest thought leadership piece, The Future of Data Centers, which breaks down the challenges and opportunities in the sector: bit.ly/43XtVQU

Markets moved into correction territory after recent tariff announcements, but real asset sectors dropped less. Diversification matters. With 90+ years of experience, we believe correlations will normalize and real assets will remain defensive. Learn more: bit.ly/3DZajl9

On April 7th, we partnered with Chicago Scholars to virtually interview several of the 800 applicants, kicking off this year’s New Scholars Selection Days. Thanks to the volunteers, a new class of exceptional Scholars will be welcomed into the program as the Class of 2030.

Baby Boomers begin turning 80 next year, and senior housing demand is set to rise by 36% over the next decade. We believe listed REITs are positioned to meet this demand. Discover how they're leveraging public market capital to drive growth: bit.ly/3Gl6CXD

In a WSJ article, Katherine Blunt quoted David Grumhaus, Jr., CIO about energy investment’s evolving landscape under the Trump administration. While market experts expect a slowdown, clean energy generation is coming online and we expect that to continue. on.wsj.com/44DXrvm

We recently celebrated Greek Heritage Day with a luncheon and a presentation about Greek culture. We learned about the game “Tsougrisma” and we all received an evil eye talisman. Thank you to our Heritage and Cultural Committee for a wonderful presentation.

Macroeconomic dynamics has distorted the market we once knew causing correlations to rise and market returns to concentrate. Today, the tide has turned. We believe its a good time to rethink the importance of real assets in a portfolio. Follow us for more: bit.ly/4cQVOwt

Have we seen these markets before? In 2023 and 2024, the S&P 500 returned over 20% but returns were concentrated in a small subset of stocks. Sound like the tech bubble of the 1990s? It might be a good time to look at real assets. bit.ly/4m5zL9M bit.ly/4jUYZWn

We feel real assets are undervalued and may be presenting an attractive entry point. With tech’s recent dominance and currently attractive valuations for infrastructure & real estate, it could be advantageous to rethink allocations. bit.ly/4iM6QV5 bit.ly/3Z6QeQW

The outlook for listed real assets feels familiar when you compare today to the late 90s tech bubble. If the broadening of the market trend repeats, it could present opportunities to invest in listed real assets. Visit us at: bit.ly/4joiJ3O

As the macro environment shifts to a more normal policy and the trend to diversify unfolds, we feel real assets offer value, especially at current valuations. We expect key growth drivers to emerge. Contact us: bit.ly/44go3C8 bit.ly/404Yfq1