North America

PEI Group data shows that investors and managers continue to prioritize technology-focused real estate despite a tougher fundraising environment.

Investors are applying newfound pressure on expenses and fee structures after years of real estate underperformance.

The Houston-based real assets manager will elevate three executives into new roles at the highest tier of the organization.

PERE’s flagship Global Investor 100 ranking has swelled to a record high in aggregate allocations, but its growth was unsupported by any meaningful increase in activity.

Demand remains exceptionally strong, but the industry’s rapid expansion is creating new constraints around power, land, labor and community acceptance.

Scarce power, rising AI workloads and evolving technology are reshaping where data centers get built and how they are financed, say Principal Asset Management’s Casey Miller and Sebastian Dooley.

As markets and student flows fragment, investors are zeroing in on schools and geographies with durable demand.

Data centers often steal the headlines, but digital infrastructure is a broader asset class, says Matteo Colombo, head of digital infrastructure investments at L&G.

As data centers scale in size and complexity, hyperscalers are relying more on investors and managers with the capital and expertise needed to deliver projects, says Blue Owl’s Alexey Teplukhin.

PEI Group data shows a sector gaining increased attention amid rising demand.