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Thursday, October 1, 2026The Morning Brief →Sign in
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NorthC

In PWD coverage since September 17, 2026 · 4 stories
PWD coverage
digital

PGIM's Munich exit proves the permit is the product

A value-add fund bought raw land in 2024 and sold an entitled 30MW site in 2026, the merchant-development model compressed into one trade.
the_wrap · Sep 18The SPAC's collateral is a grid queue position
the_wrap · Sep 17AI infrastructure now prices the calendar ahead of the tenant
digital · Sep 17NorthC's Frankfurt bet is the connection, not the megawatts
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