The scale and complexity of today’s data center markets are driving a shift in how capital is deployed.
The role played by the region and its domestic institutions on the global private real estate stage has grown meaningfully over the past decade.
Investors’ embrace of digital infrastructure turned a niche sector into a booming frontier – and there is plenty of room left to grow.
Although the US remains the largest market for net lease investments, the strategy is steadily gaining interest in Europe and Asia-Pacific.
Industry heavyweights acted on their strong conviction in the real estate asset class by making big, bold bets.
As easing interest rates raise hopes of stabilization in the lending market, the industrial sector could benefit more than other asset classes.
Investors’ top risk factors, favored sectors and performance expectations from private real estate are shifting as the industry finds a path to recovery.
Explosive growth in AI and cloud services is causing major shifts in the data center industry, not least location and site selection preferences.
Explosive growth in AI and cloud services is causing major shifts in the data center industry, not least location and site selection preferences.
Among the $20bn raised by the Toronto-based firm during the period was $2.2bn for its fifth flagship real estate fund, BSREP V.