Real Estate Brief

Building Performance Standards (BPS) represent the most significant regulatory transformation in commercial real estate since modern zoning codes. Unlike voluntary sustainability frameworks, BPS regulations impose mandatory carbon and energy targets backed by substantial financial penalties, effectively placing a price on building inefficiency.

Water is rapidly emerging as a defining business case in U.S. real estate, yet it remains largely under-considered in most investment and operational strategies. Scarcity, flooding, infrastructure failures, rising water costs, and regulatory tightening are already impacting asset values, insurance costs, and development feasibility. With half the global population projected to live in water-stressed regions by 2030 and U.S. cities already integrating water stewardship for future developments, proactive water management is becoming a crucial competitive differentiator and financial imperative for real estate leaders.

The U.S. power grid is straining under the weight of aging infrastructure, extreme weather, and surging demand from AI, EVs, and electrification. Real estate, which consumes the 75% of U.S. electricity, is going to be directly impacted. What was once a stable utility is now a strategic risk—and potentially, a competitive advantage. The question isn’t whether grid disruption will affect your portfolio, but how you’ll lead through it.

The U.S. power grid is straining under the weight of aging infrastructure, extreme weather, and surging demand from AI, EVs, and electrification. Real estate, which consumes the 75% of U.S. electricity, is going to be directly impacted. What was once a stable utility is now a strategic risk—and potentially, a competitive advantage. The question isn’t whether grid disruption will affect your portfolio, but how you’ll lead through it.

The U.S. power grid is straining under the weight of aging infrastructure, extreme weather, and surging demand from AI, EVs, and electrification. Real estate, which consumes the 75% of U.S. electricity, is going to be directly impacted. What was once a stable utility is now a strategic risk—and potentially, a competitive advantage. The question isn’t whether grid disruption will affect your portfolio, but how you’ll lead through it.