
Private Credit Has Found Data Centers
The Capital Story Is Expanding Beyond EquitySome of the biggest data center investment stories have centered on equity.Major acquisitions. Institutional partnerships. Portfolio investments. Multibilli

The Capital Story Is Expanding Beyond EquitySome of the biggest data center investment stories have centered on equity.Major acquisitions. Institutional partnerships. Portfolio investments. Multibilli

After M&A, Could IPOs Be Next?For years, some of the biggest stories in data center investing have happened in private markets.Major acquisitions.Take-private transactions.Institutional joint vent

The Opportunity Does Not Always Start With DevelopmentSome of the most compelling opportunities in data center investing may already have customers, operating histories, and established cash flows.For
The Biggest Deals Are Telling Us SomethingData center M&A is no longer simply about acquiring facilities.It is becoming a competition for scale, platforms, pipelines, market access, and future inv
From Individual Deals to Repeatable Investment Programs Data center investing is entering a new phase. For years, institutional participation was largely transaction-driven. Investors identified an at
The Competition Has Changed The global data center market has entered a new phase. For years, the focus was on identifying attractive individual investment opportunities. Today, institutional investor
A Strategic Allocation, Not a Market TrendOver the past decade, data centers have evolved from a specialized infrastructure investment into one of the most actively pursued sectors by institutional ca