Blog & Resources

The next distress wave won’t always be dramatic. It will be slow pressure: maturities, margin squeeze, and quiet workouts designed to avoid court. That’s why restructuring literacy is now management competence. Operators need refi-gap modeling, lender trust-building, and a rescue capital menu ready before the market senses weakness. In 2026, the winners won’t be the firms that never face pressure—they’ll be the firms that prepare early and preserve options.

Rules may pause, but markets don’t. Even as climate disclosure requirements evolve, lenders, insurers, and investors still price climate risk—especially for real assets and infrastructure-adjacent businesses. The real question isn’t “what’s required?” It’s “what’s credible?” Companies that over-claim get exposed. Companies that ignore risk get priced like they’re hiding it. In 2026, credible reporting is a competitive advantage.

Manufacturing isn’t “coming back” by accident—it’s being re-incentivized. Financing tweaks like fee waivers and major federal support for domestic production are pulling new industrial ecosystems into motion. But opportunity doesn’t reward hype; it rewards positioning. The winners will be firms that meet procurement standards, document processes, and scale without breaking—especially in districts that can deliver energy readiness, permitting speed, and logistics access.

Efficiency used to be the goal. Now resilience is the business model. As tariff risk and chokepoints reshape logistics, companies are holding more inventory, diversifying suppliers, and paying for flexibility instead of chasing the lowest cost. That shift changes working capital, site strategy, and real estate demand—especially for warehousing and last-mile hubs. In 2026, “just-in-case” isn’t a temporary hedge. It’s how serious operators stay alive.

For decades, electricity was an input you managed. In 2026, it’s a constraint you negotiate. AI-driven data center expansion is pushing energy systems into the spotlight. Microsoft just launched a U.S. initiative aimed at limiting data center impacts on power costs  and water , including commitments to cover its power usage costs more fully and publish water metrics by region. That’s not corporate virtue. That’s a signal: communities are pushing back, and utilities are strain