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As real estate markets in Europe bottom out, certain factors can help identify cities with growth potential, says Arrow Global’s Ellis Sher.

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.

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.

GI Partners’ Tony Lin and Patrick Lawler consider how data centers became one of the most desirable property types for institutional real estate investors.

AI is expected to contribute significant growth to data centers in the region, according to senior executives at CapitaLand Investment, Michelle Lee and Sanjeev Dasgupta.

AI-driven demands for data centers and constraints on the supply of land and power have created a sweet spot for investing in developments and stabilized assets, says PGIM Real Estate’s Morgan Laughlin.

The growth of AI is changing how and where data centers will be built and driving substantial demand in Asia and other regions, says Actis’s Thomas Liu.

Growing demand for modern warehousing in Asia’s developing markets makes a strong case for the sector, says Mapletree Investments’ Ng Kiat.

With banks likely to remain on the sidelines amid regulatory changes, participants in PERE’s US debt roundtable anticipate openings to deploy capital both in refinancing and new acquisitions.

Portugal and other Southern European countries are ripe for a repositioning play thanks to changing market dynamics, say Arrow Global’s John Calvao, Thomas Rubi and Marten Foxon.