Cameron Hastings Cameron Hastings

The Future of Investing is Female

A massive wealth transfer of approximately $30 trillion is expected to shift to American women by 2030, primarily driven by demographic changes and inheritance from male spouses. This shift represents a significant transformation in wealth management, where women currently control only one-third of US household financial assets but are poised to become the dominant financial decision-makers in the coming decade.

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Cameron Hastings Cameron Hastings

AI Lives in Data Centers

The data center sector is experiencing unprecedented transformation driven by artificial intelligence (AI) adoption and increasing power demands. The industry faces dual challenges: meeting exponential growth in computing requirements while managing severe power constraints and sustainability mandates. This convergence is reshaping facility design, site selection, and investment dynamics in fundamental ways.

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Cameron Hastings Cameron Hastings

Manufactured is Naturally Occurring Affordable Housing

Recent Census Bureau data reveals that manufactured home prices have increased more rapidly than traditional single-family homes between 2017-2022, with the national average rising 77% compared to 47% for conventional homes. While manufactured homes remain a more affordable housing option in absolute terms, their accelerated price growth raises important questions about housing affordability and market dynamics.

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Cameron Hastings Cameron Hastings

Senior Housing in an Aging World

The senior housing market is experiencing notable shifts in capitalization rates and investment preferences according to CBRE's 12th Seniors Housing & Care Investor Survey. While Skilled Nursing facilities saw decreasing cap rates, other segments including Active Adult, Independent Living, Assisted Living, and Memory Care facilities experienced cap rate increases. The market shows a clear bifurcation between asset classes, with changing spreads and evolving investor expectations.

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Cameron Hastings Cameron Hastings

Industrial Outdoor Storage is Irreplaceable

Industrial Outdoor Storage (IOS) represents a growing niche in commercial real estate that has attracted institutional investors due to its favorable supply-demand dynamics and low capital expenditure requirements. The sector primarily serves transportation and logistics companies, offering land for vehicle storage, equipment parking, and truck terminals, with most properties featuring small office buildings on parcels ranging from two to ten acres. The market remains largely fragmented with institutional investors controlling less than half of the total stock.

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