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Deep & Emerging Tech·September 28, 2026·1 min read

Rising Rates Pressure Property Values as REIT M&A Deals Pick Up

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Higher rates compressing property values while AI drives data center deal flow means capital is rotating inside real estate, not exiting. If you’re exposed to office or multifamily, watch who’s buying your neighbors—today’s REIT consolidation sets tomorrow’s leverage in lease terms and redevelopment.

Deep & Emerging Tech

Commonwealth Fusion Systems’ Brandon Sorbom and Helion’s David Kirtley on bringing fusion to the grid at TechCrunch Disrupt 2026

Fusion founders sharing grid-integration plans on a startup stage is a sign that fusion is moving from physics narrative to commercialization narrative. If your business is compute-, materials-, or process-power intensive, this is a cue to start tracking fusion timelines as a real — if long-dated — input to your 2030+ energy strategy.