Europe

The global data center sector is set for rapid growth thanks to content, the cloud and AI, and real estate investors are keen to tap into a structural growth opportunity.

The mounting carbon footprint is pushing data centers toward sustainability, with edge computing expected to expand rapidly over the next decade to meet energy efficiency needs.

Owners of office buildings where the flexible space provider is a major tenant are in a predicament, whether or not the business survives.

The needs of the largest companies are changing the market for investors and driving sustainability, says Actis’s Dalmar Sheikh.

Surging appetite and high barriers to entry explain why investors are embracing the data center sector, say Principal Asset Management’s Casey Miller and Paul Lewis.

The time is now to partner with hyperscalers globally at scale, says IPI Partners’ Matt A’Hearn.

The Boston-headquartered firm’s adjustment to its estimated shortfall in refinancing needs in the region points to lenders being willing to ride out the storm.

The manager has expanded the geographic scope and timeframe of its previous analysis in its latest estimate.

The Copenhagen-based private equity real estate firm expects to pass the €2bn mark for its Nordics-focused Nrep Income+, opening up for further commitments by the end of the year as fundraising conditions pick up.

At a time of dislocation in the capital markets, landlords should be focused on identifying tenants that have a higher probability of default, says Simon Mallinson, chief operating officer at Income Analytics.