Sectors

Why North Dakota’s investment board reduced its real estate allocation

A data center dilemma was at the core of the wealth fund’s decision.

KIC eyes total portfolio approach as real estate underperforms

While the investor keeps its allocation to real estate, it will alter its investments within the asset class.

Download PERE’s 2025 data centers report

Inside: Why the AI boom is supercharging the data center power conundrum; Expert analysis from Principal Asset Management, Actis and Blue Owl; Plus, much more…

Shifting occupier demands reshape the data center gold rush

Evolving tenant needs for the latest AI and cloud-computing technology are driving record pre-leasing and reshaping both investment and development strategies.

Blue Owl on the balance of power in data center markets

Blue Owl’s Matt A’Hearn considers the obstacles and opportunities presented by the data center market’s big power question.

Data center markets: Capital is powering through

The scale and complexity of today’s data center markets are driving a shift in how capital is deployed.

Actis: Navigating Asia’s data center boom

Explosive growth is shaping unique opportunities in the Asia-Pacific data center market, explains Actis’ Thomas Liu.

Principal Asset Management: AI, cloud computing see data center markets mature

Principal Asset Management’s Matt Hackman and Sebastian Dooley see data centers emerge as in-demand asset as a matter of function and investment.

Surging AI and cloud demand reshape data center sector

Three themes stand out as particularly influential in shaping the future of investment in the sector.

AI boom supercharges the data center power conundrum

The gold rush is under way, but sluggish improvement of necessary power infrastructure is impeding development.