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All, Firm News Christina Diabo All, Firm News Christina Diabo

Tom Carroll on Schwab Network Opening Bell with Jenny Horne - 14 July 2026

Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help address the crisis.

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All, Private Credit Simon O'Shea All, Private Credit Simon O'Shea

Multifamily Real Estate Update: Patience, Discipline, and the Turning of a Cycle

After two and a half years of deliberate restraint, Ballast Rock's Sunbelt Multifamily Fund III is seeing the market it was built for finally arrive. Lender-led deal flow is accelerating, new supply is collapsing, and distressed sponsors are running out of options—creating what we believe is one of the most compelling buying windows for Southeast workforce multifamily in years.

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