Duff & Phelps Investment Management Co.

The data center industry is experiencing significant growth, driven by rising demand for AI and cloud computing. What potentially lies ahead? Read our article, “Key Insights: The Future of Data Centers”, which breaks down the challenges and opportunities in the sector: https://bit.ly/41UjX00 Written by: Jieren (Jenny) Huang, CFA, CPA, Senior Global Analyst

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/Informa Connect REIT Universe, and we congratulate our entire #REIT team. Read more: https://bit.ly/41Q4Hl7 #ListedRealEstate #InvestmentOpportunities #RealAssets #TopGun

On #WorldWaterDay, it’s worth reflecting on the critical role water plays, not only in sustaining life, but also as an investment theme. Over the long term, water stocks have outperformed both U.S. and global equities, highlighting the resiliency and necessity of water-related businesses. Water infrastructure is old, supply is scarce, and current use is inefficient. These issues are increasing rapidly which requires investment to remedy and position the world for future water needs. In the end, it all comes down to water. Water is essential for all existence; without it, everything loses its value and purpose. Discover our water strategy: https://bit.ly/4a1SWed #Water #WaterInvesting #h2o #InvestmentOpportunities #SustainableInvesting #sustainability

From 2019 to 2023, both Google and Microsoft have seen rising energy and water consumption. As the demand for digital services expands, so does the strain on water resources. Is there an investment opportunity as water needs keeps increasing? Read our thoughts on the potential water investment opportunity in the microelectronic sector: https://bit.ly/41dv4SX Written by: Nicholas Holmes, CFA and Chris Safroniy, CFA. #water #h2o #AI #semiconductors #microelectronics #SustainableInvesting #sustainability

#CleanEnergy portfolio managers Eric Fogarty, CFA and Benjamin Bielawski, CFA contributed to the “Last Word” in Real Assets Adviser/Institutional Real Estate, Inc., discussing how we are in the early stages of a Clean Energy Supercycle and potential #InvestmentOpportunities. Read the article: https://bit.ly/4h7Apzy #EnergyInvesting #RenewableEnergy #FutureOfEnergy 𝗡𝗼𝘁𝗲: 𝑑𝑖𝑔𝑖𝑡𝑎𝑙 𝑠𝑢𝑏𝑠𝑐𝑟𝑖𝑝𝑡𝑖𝑜𝑛 𝑟𝑒𝑞𝑢𝑖𝑟𝑒𝑑 𝘛𝘩𝘪𝘴 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘪𝘴 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘪𝘯 𝘯𝘢𝘵𝘶𝘳𝘦 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘳 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘧 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘳 𝘶𝘴𝘦𝘥 𝘣𝘺 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘢𝘴 𝘢 𝘱𝘳𝘪𝘮𝘢𝘳𝘺 𝘣𝘢𝘴𝘪𝘴 𝘧𝘰𝘳 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘳 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘢𝘯𝘺 𝘱𝘦𝘳𝘴𝘰𝘯 𝘪𝘯 𝘢𝘯𝘺 𝘫𝘶𝘳𝘪𝘴𝘥𝘪𝘤𝘵𝘪𝘰𝘯 𝘵𝘰 𝘸𝘩𝘰𝘮 𝘪𝘵 𝘸𝘰𝘶𝘭𝘥 𝘣𝘦 𝘶𝘯𝘢𝘶𝘵𝘩𝘰𝘳𝘪𝘻𝘦𝘥 𝘰𝘳 𝘶𝘯𝘭𝘢𝘸𝘧𝘶𝘭 𝘵𝘰 𝘥𝘰 𝘴𝘰. 𝘛𝘩𝘪𝘴 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘱𝘳𝘦𝘱𝘢𝘳𝘦𝘥 𝘶𝘴𝘪𝘯𝘨 𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘰𝘧 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘨𝘦𝘯𝘦𝘳𝘢𝘭𝘭𝘺 𝘣𝘦𝘭𝘪𝘦𝘷𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘳𝘦𝘭𝘪𝘢𝘣𝘭𝘦; 𝘩𝘰𝘸𝘦𝘷𝘦𝘳, 𝘪𝘵𝘴 𝘢𝘤𝘤𝘶𝘳𝘢𝘤𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦𝘥. 𝘐𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘢𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘥𝘢𝘵𝘦 𝘢𝘱𝘱𝘦𝘢𝘳𝘪𝘯𝘨 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘯𝘰𝘵𝘪𝘤𝘦. 𝘖𝘱𝘪𝘯𝘪𝘰𝘯𝘴 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘦𝘥 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘳 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘧 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘍𝘰𝘳𝘸𝘢𝘳𝘥-𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘴𝘵𝘢𝘵𝘦𝘮𝘦𝘯𝘵𝘴 𝘢𝘳𝘦 𝘯𝘦𝘤𝘦𝘴𝘴𝘢𝘳𝘪𝘭𝘺 𝘴𝘱𝘦𝘤𝘶𝘭𝘢𝘵𝘪𝘷𝘦 𝘪𝘯 𝘯𝘢𝘵𝘶𝘳𝘦. 𝘐𝘵 𝘤𝘢𝘯 𝘣𝘦 𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥 𝘵𝘩𝘢𝘵 𝘴𝘰𝘮𝘦 𝘰𝘳 𝘢𝘭𝘭 𝘰𝘧 𝘵𝘩𝘦 𝘢𝘴𝘴𝘶𝘮𝘱𝘵𝘪𝘰𝘯𝘴 𝘰𝘳 𝘣𝘦𝘭𝘪𝘦𝘧𝘴 𝘶𝘯𝘥𝘦𝘳𝘭𝘺𝘪𝘯𝘨 𝘵𝘩𝘦 𝘧𝘰𝘳𝘸𝘢𝘳𝘥-𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘴𝘵𝘢𝘵𝘦𝘮𝘦𝘯𝘵𝘴 𝘸𝘪𝘭𝘭 𝘯𝘰𝘵 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭𝘪𝘻𝘦 𝘰𝘳 𝘸𝘪𝘭𝘭 𝘷𝘢𝘳𝘺 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵𝘭𝘺 𝘧𝘳𝘰𝘮 𝘢𝘤𝘵𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘰𝘳 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴. 𝘕𝘰 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘤𝘢𝘯 𝘦𝘭𝘪𝘮𝘪𝘯𝘢𝘵𝘦 𝘳𝘪𝘴𝘬 𝘪𝘯 𝘦𝘷𝘦𝘳𝘺 𝘮𝘢𝘳𝘬𝘦𝘵 𝘦𝘯𝘷𝘪𝘳𝘰𝘯𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘪𝘯𝘤𝘰𝘮𝘦 𝘥𝘦𝘳𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘤𝘢𝘯 𝘨𝘰 𝘥𝘰𝘸𝘯 𝘢𝘴 𝘸𝘦𝘭𝘭 𝘢𝘴 𝘶𝘱. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.

To celebrate Black History Month, we visited the The DuSable Black History Museum and Education Center, the first independent museum celebrating Black culture. We enjoyed educational programs and the galleries. It was a wonderful afternoon of learning and exploring different perspectives. Thanks to our Heritage committee: Sarah Honold, Elizabeth Lahey, Wendy Hardwick-Williams, Teresa Poyner, MICHAEL CAMPAGNA, CFA, PRM, CIPM, Karen Moon, Amela Popovic and Robert Di Legge Kokoszka for organizing the event! #BlackHistoryMonth, #blackhistory, #chicago

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. Read it here: https://bit.ly/41twGIe #REITs #ListedRealEstate #InvestmentOpportunities #RealAssets

#CleanEnergy co-portfolio manager Eric Fogarty, CFA discusses why he thinks “Clean Energy: The Next Supercycle” is of interest. Read the report https://bit.ly/4h4R084. Written by: Eric Fogarty, CFA and Benjamin Bielawski, CFA #InvestmentOpportunities #EnergyInvesting #RenewableEnergy #FutureOfEnergy

Semiconductor manufacturing and data centers are intensifying the demand for water. We see potential investing opportunities. Read our latest paper: https://bit.ly/41dv4SX Written by: Nicholas Holmes, CFA and Chris Safroniy, CFA. #Water, #SustainableInvesting, #Microelectronics

Last week, Geoffrey 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 it's always fun to have engaging discussions about their potential.