Data Centers

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.

Demand for data center development is outpacing supply

Amid a global surge, occupiers are seeking more quality space than the sector can build, even when land and power are available, reports JC Russell.

Brookfield aims to triple real estate AUM in Asia-Pacific in five years

The firm’s regional real estate activity over the past 12 months was more than treble its average in prior years.

For mid-sized managers seeking M&A, one factor is essential

There may be a swath of real estate firms seeking a capital partner to stay competitive, but only those with targeted growth plans are catching investors’ attention.

Korea’s NPS acquires minority stake in Sweden’s Areim

The investment is understood to be the pension fund’s first stake acquisition in a European real estate manager.

Blackstone’s Miyasaki to depart amid leadership changes in Asia

The firm’s current COO for real estate in Europe will be relocating to Singapore to assume Miyasaki’s role as head of acquisitions for Asia.

Greykite’s debut fundraise reaches $1.4bn at second close

The vehicle is on track to be one of the largest Europe-focused first-time real estate funds upon final close, which is expected by mid-2026.

High rates driving ‘record dispersion’ in US real estate performance

Elevated capital costs and government policy shifts have brought historic variance in rent and NOI growth, Davidson Kempner notes in a white paper.