Sectors

Data center investors like CPP are playing catch up

The Canadian pension’s $15bn joint venture with Equinix represents a significant and necessary upsizing of its investments in the sector.

Data center managers have a deployment problem

Power constraints have become the biggest obstacle in moving forward with developing new assets in the sector.

BGO completes largest European real estate fundraise to date

The Miami-based manager raised nearly 30% of Fund IV’s equity from co-investment capital, driven in part by platform investments.

Treacy to step down as CLI consolidates private funds business

The Singapore-headquartered firm will combine its real estate and alternative assets units into a real assets platform led by the group CEO.

POBA’s Song sees a ‘golden opportunity’ to invest in real estate

The South Korean pension fund has kicked off its return to equity investing in the asset class with commitments to logistics strategies.

NPS’s Kim: ‘We won’t shy away from smaller ticket size opportunities’

The team plans to invest in small to mid-sized managers, co-found new platforms, and accept investments under $100 million.

Blackstone and CPP Investments acquire AirTrunk for A$24bn

Blackstone will make its investment in the data center business from four separate strategies – real estate, infrastructure, tactical opportunities and private equity.

Key trends reshaping the data center landscape

The rapid adoption of AI and its considerable energy requirements pose challenges to the sector.

PIMCO on building a future-proof data center strategy

Data center requirements have changed significantly, led by growing demand for scalable facilities that can accommodate AI and cloud workloads, says PIMCO’s Kirill Zavodov.

Areim: Nordic data centers ‘are well-placed’

Runaway growth in computing capacity is sparking interest in the region from sustainability-conscious investors, argue Areim’s Mikael Hesselvall and EcoDataCenter’s Peter Michelson.