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AlphaGeo Insights
The business of geography.
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What are the top US residential markets for 2025–30 and beyond?
What are the top US residential markets for 2025–30 and beyond?
Americans are on the move. With interest rates coming down, remote work here to stay, climate volatility accelerating and new industrial…
Parag Khanna
Oct 4
Where should you put your next data center?
Where should you put your next data center?
OpenAI CEO Sam Altman recently caused a stir with his claim that $7 trillion in investment is needed in global computing infrastructure…
Parag Khanna
Sep 30
The GeoSense Industrial Renaissance Tracker continues to demonstrate strong performance
The GeoSense Industrial Renaissance Tracker continues to demonstrate strong performance
While August is usually associated with winding down the final weeks of summer, public markets did not appear to pay much attention to the…
Michael Ferrari
Aug 28
How Much Does It Cost to Power America’s Industrial Renaissance?
How Much Does It Cost to Power America’s Industrial Renaissance?
Demand for clean energy manufacturing is surging. The US has started heavily investing in clean energy related production, a shift strongly…
Laraib Kamal
Aug 8
The price is right? Forecasting the Impact of Climate Volatility on Real Estate Insurance Premiums
The price is right? Forecasting the Impact of Climate Volatility on Real Estate Insurance Premiums
Climate change poses unprecedented challenges to the real estate sector, particularly insurance risk and pricing. Indeed, according to a…
Becky_AlphaGeo
Jul 30
Commodity, Geopolitical and Macroeconomic Tailwinds Driving Recent Market Activity
Commodity, Geopolitical and Macroeconomic Tailwinds Driving Recent Market Activity
Markets continue to move, and the current volatility is not restricted to the large cap technology names. Small and mid caps have driven…
Michael Ferrari
Jul 25
AlphaGeo’s GeoSense Quarterly Letter
AlphaGeo’s GeoSense Quarterly Letter
Q2 2024
Michael Ferrari
Jul 11
Product Update
Product Update
Q2 2024
AlphaGeo
Jul 10
Industrial Renaissance Tracker (IRT): Weighting Strategies and Location Analysis
Industrial Renaissance Tracker (IRT): Weighting Strategies and Location Analysis
For the past year, AlphaGeo has been tracking private investment flows related to the 2022 Inflation Reduction Act (IRA) reported by the…
Laraib Kamal
Jul 5
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