Forecast AI Market
Size by 2033
Market $602B → $3.6T
CAGR ~29%
Hyperscaler capex >$500B
- Mon - Fri: 9.00 am - 8.00pm
Concentrated Capital. Compounding Conviction. Four Sectors That Define the Decade.
See the Data
Who We Are
Built on Conviction. Validated by the Data.
Our Mission
- Four-pillar conviction strategy
- AI capex >$500B in 2026
- $624T global real estate market
- DeFi ~46% CAGR to 2035
$B+
Assets Under Advisory
The Four Pillars
Where We Allocate
Sector-conviction allocation across AI, Real Estate, Blockchain, and Agriculture — every figure backed by published market data.
- Chip Layer
- Cloud Layer
- Application Layer
Global market ~$624T
Q1 2026 transactions +18% YoY
Focus Specialty + prime
- Specialty Assets +37%
- Data-Centre Boom
- Recovery Cycle
Market $48B → $577B
CAGR ~36.5%
DeFi $108B → $695B
- BTC/ETH Core
- Active Management
- MARA Partnership
Agritech $38.6B
CAGR ~11.5%
US farmland $4,350/acre
- Inflation Hedge
- Precision-Ag
- Asia-Pacific 27.5% CAGR
Four Sectors. Trillions in Forecast Growth. One Disciplined Strategy.
Forecast
%
AI market CAGR through 2033
Why Choose Us
Why Allocators Choose Us
/01
Data-led conviction
Every position backed by a published sector thesis.
/02
Risk-budgeted execution
Capital sized to your tolerance, not ours.
/03
Institutional infrastructure
Prime custody, audited reporting, independent licence.
/04
Active, not passive
Daily monitoring, quarterly rebalancing.
Performance Highlights
Recent Mandates
$470M Tech Equity Programme
01 .
Structured allocation across the AI stack — semiconductors, cloud, and applications.
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114MW Wind-powered Bitcoin Mining
02 .
Sustainable digital-asset exposure delivered via the MARA Holdings partnership.
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$216B Q1 2026 RE Transaction Market
03 .
Prime mandates sourced off-market through the Fivecourts Limited network.
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$4,350/acre Farmland Record
04 .
Direct US farmland holdings paired with a precision-agritech equity overlay.
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Security & Trust
Your Capital and Data, Protected at Every Layer
Bank-grade encryption, multi-factor authentication, and segregated institutional custody. Independent audit and licensing back every transaction — so your capital is provably safe and your data stays private.
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Multi-Layer Security
Across Every Mandate
Across Every Mandate
Verified
Identity
Identity
Encrypted
Transfers
Transfers
Segregated
Custody
Custody
The Team
Sector Specialists,
Not Generalists
Not Generalists
Each pillar is led by a dedicated specialist accountable for thesis, allocation, and reporting on their sector.
Founder & CIO
Director, AI & Technology
Director, Real Estate (via Fivecourts)
Director, Digital Assets
Testimonial
Allocators
Speak
Speak
0
53+ Client reviews
The data quality is the differentiator. Every recommendation arrives with a published thesis, market-size figures, and a clear risk frame. It's how an institutional allocator wants to be spoken to.
Marcus Hale
Family Office Principal
Most firms claim diversification; Extended Investment has the courage to concentrate. Their four-pillar conviction has captured tailwinds our previous advisors missed entirely.
Sofia Andersen
Chief Investment Officer
Reporting is transparent down to the line item. Quarterly Risk Budget reviews are sharp, the audit trail is clean, and performance attribution is fully sourced. Exactly what institutional capital expects.
David Okafor
Institutional Allocator
Assets Under Advisory
$B+
Pillars
Risk-Budget Adherence
%
FAQ
Allocator Questions,
Answered Directly
Answered Directly
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Why only four sectors?Concentration beats over-diversification when the structural tailwinds are this strong. AI, Real Estate, Blockchain, and Agriculture each have multi-trillion-dollar addressable markets, sector CAGRs of 11.5%–36.5%, and credible investable opportunities across both public and private vehicles — so capital concentrated here compounds harder than capital spread thinly across twenty themes.
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How do you size positions within each pillar?Every position is sized through our Risk Budgeting Methodology, calibrated to your individual risk tolerance. Within each pillar we allocate across the stack — for example, AI gets exposure at the chip, cloud, and application layers rather than a single bet — with the total weight of each pillar set by your Risk Budget rather than a fixed model portfolio.
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What are your custody and audit arrangements?Extended Investment holds a full independent investment-firm licence from a top-tier regulator. Client capital is held in segregated accounts at institutional-grade prime custodians — never on our balance sheet — and the firm is audited annually by an independent third party, with reporting available to clients on request.
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How is performance reported?Portfolios are monitored daily with a quarterly Risk Budget review delivered to every client. Reporting is line-item: you see the position, the rationale, the entry, the current mark, and the contribution to overall portfolio return — not just a headline number. Ad-hoc reports are available on request.
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What is the minimum capital commitment?Minimums vary by engagement tier. The Strategist tier suits self-directed investors who want sector-level research access; the Managed tier is designed for high-net-worth capital that wants full four-pillar allocation with quarterly reviews; and the Institutional tier serves family offices and allocators with bespoke risk parameters. We’ll walk you through the right fit on a strategy call.
Industries We Allocate Across
Contact
Request the 2026
Strategy Brief
Strategy Brief
Location:
2715 Ash Dr. San Jose, South Dakota 83475
Email:
Phone: +629 555-0129
Email: [email protected]
Email: [email protected]
Schedule a Strategy
Review with the Team
Review with the Team
Research
Sector Research &
Market Notes
Market Notes
