Because it's happening. I like to find investment opportunities in what I think of as “inevitabilities”. Very few phenomena in the world are truly inevitable, and even fewer are “investable”. Urbanization – or the rapid increase in it – is as close to an inevitability as we can find. Investing in it, however, is not so simple. If you’ve been a subscriber of The Buylyst for a while, you may remember that the Volvo and the Ford theses touched on this topic. But I never explored it in detail. So, here goes.