Our Perspective
Research, ideas, and conversations on the forces reshaping real estate, infrastructure, industry, and private capital.
FEATURED PERSPECTIVE
The Physical Foundations of the Next American Economy
Artificial intelligence, robotics, advanced manufacturing, space, defense, and energy are reshaping America’s physical economy.
This perspective explores how these forces may create new centers of growth and one of the defining investment opportunities of our generation at the intersection of innovation, manufacturing, and place.
Research and Investment Themes
Mission-Critical Infrastructure
Real estate and infrastructure supporting the growth of America’s space, defense, aerospace, advanced-manufacturing, and dual-use economy.
Exploring where mission demand, specialized facilities, workforce, infrastructure readiness, and constrained supply may create durable real estate opportunities.
Current focus: Florida’s Space Coast and the Tampa–Orlando–Brevard corridor.
Publications & Conversations
-
Private Capital Perspectives
A conversation series with family offices, investors, developers, and fund managers exploring how experienced capital allocators evaluate markets, manage risk, and pursue opportunity.
Hosted by John T. Pugh.
Listen to the Series →
-
The LineUp Newsletter
The LineUp is John Pugh’s newsletter on real estate, private capital, innovation, and the forces reshaping the physical economy.
It brings together original perspectives, emerging market signals, investment themes, and lessons from conversations with operators, investors, developers, and entrepreneurs.
-
Breaking New Ground Podcast
A podcast about the projects, partnerships, and people shaping real estate, development, and emerging centers of growth.
Hosted by John T. Pugh and Rachel Walters.