The PE Playbook: Construction

Phil Coughlin, one of Grata’s Sales Directors, hosted Scott Mitchell from SDR Ventures and Andrew Plohy from August Cove Capital. Scott and Andrew dug deep into the key trends in the construction market today, and where the industry is headed in the next few years.

Here are some of the key insights covered in the session:

• Data center construction projects are gaining momentum to accommodate the explosion of AI.
• Commercial-to-residential conversion projects are on the rise as remote work has left many office spaces empty.
• The Trump administration’s new tariffs, immigration policies, and rollback of environmental protections have massive implications for the construction industry. Industry players should expect higher costs for materials and labor, as well as slower development times.