The Newsletter Professionals and Veterans Actually Read

Title slide of a presentation with the text "The Capital Advisory Brief" and "REI G-News" featuring a yellow lightbulb with a gear inside, set against a blue geometric background.

Insider market insights, elite investment tips, and proven wealth strategies—delivered straight to your inbox, for serious investors only.

The AI Infrastructure Boom Is the Biggest Capital Deployment Event of Our Lifetimes — and Most Investors Are Positioned for None of It.

The AI Infrastructure Boom Is the Biggest Capital Deployment Event of Our Lifetimes — and Most Investors Are Positioned for None of It.

When Amazon Buys a University, We Pay Attention

On March 2, 2026, Reuters broke the news: Amazon Data Services had acquired George Washington University’s Virginia Science and Technology campus in Ashburn, Virginia for $427 million. The deed authorizes Amazon to build a data or information technology center on the site.

A university sold its campus to become a data center. That sentence alone tells you something about the scale and urgency of what’s happening in AI infrastructure right now.

GWU needed the capital. Amazon needed the land. And Ashburn, Virginia — already the data center capital of the world — just got denser. The university gets to keep programs at the site for up to five years, but the future of that land is already written: it will serve the AI economy.

What does this mean for investors? Quite a bit. Let’s break it down.

Read More
U-Haul Migration Data Signals Where Smart Investors Are Positioning

U-Haul Migration Data Signals Where Smart Investors Are Positioning

Where Americans Are Moving—and What That Means for Real Estate in 2026

Every year, we hear opinions about where the housing market is headed. But every so often, real data cuts through the noise.

The 2025 U-Haul Growth Index, published heading into 2026, does exactly that.

Texas is back on top as the No. 1 growth state. Florida holds strong at No. 2. California ranks dead last—for the sixth consecutive year.

Read More