The Dakota Research Podcast #13: Top Real Estate Themes – AI Data Centers, Renewables & Life Sciences

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About The Episode

In Episode 13 of the Dakota Research Podcast, we explore the top real estate investment themes shaping private markets in 2025. From hyperscale data centers and renewable energy infrastructure to life sciences, logistics, and hospitality, real estate is no longer just about buildings—it’s about innovation. We unpack how sectors like AI, power, and global digital transformation are driving capital flows into modern real assets.

The episode also covers major private market updates, including Clearlake’s $7.7B acquisition of Dun & Bradstreet, TPG’s new sports platform, and fundraising news from Apera, Escalate Capital, and Applico. Plus, we highlight real estate funds currently in market and why institutional investors are rethinking allocations amid macro and technological shifts.
Whether you’re focused on real estate equity, credit, or thematics, this episode breaks down where investors are placing long-term bets.

LISTEN HERE:

The Dakota Research Podcast #13: Top Real Estate Themes – AI Data Centers, Renewables & Life Sciences

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