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AI Rewrites Real Estate: Infra Tech Boom Ahead
12 Aug
Summary
- Montauk Capital appoints Dr. Sam Chandan as venture partner.
- Firm focuses on Infra Tech, seeing $14T to $27T market growth by 2035.
- AI and electrification are transforming real estate economics.
Montauk Capital has appointed Dr. Sam Chandan as a venture partner, signaling a strategic expansion into the Infra Tech sector. Dr. Chandan brings extensive expertise in real estate capital markets and AI applications within the property sector to this advisory role.
The firm identifies Infra Tech as the next major expansion opportunity in the built environment, projecting a market growth from $14 trillion to $27 trillion by 2035. This surge is driven by AI, electrification, and increasing power demands, which are fundamentally altering real estate economics.
Through investments like Perimeter Compute, Montauk Capital is converting existing buildings into energy infrastructure. Dr. Chandan emphasized the "significant and underappreciated opportunity" at the convergence of energy and the built environment, anticipating the development of companies defining this new category.
Philip Krim, co-founder of Montauk Capital, highlighted that commercial real estate is becoming a key channel for infrastructure innovation. Owners are increasingly seeking new revenue streams and future-proofing their assets, a demand that Dr. Chandan's expertise is well-suited to address.
