If you missed the briefing on ‘Data centres: Navigating a fluid asset class’, you can now watch it online on our website.
Drawing on insights from INREV's recent research paper, 'Data centres: Navigating a fluid asset class', the briefing covered:
- Why data centres are best understood as a fluid asset class, combining real estate, infrastructure and private equity characteristics.
- The different investment models, from powered land and development to repositioning, stabilised assets and operating platforms.
- The key investment risks, including power availability and grid constraints, technological obsolescence, tenant and covenant quality, planning and sustainability, and liquidity and exit risk.
- How institutional investors can access the sector, whether through direct investment, specialist fund managers, or developer-operator partnerships.
Tom Wallace, Research Analyst at INREV, led the briefing and was joined by guest experts Christian Kallenbach, Head of Business Development, Sales & Marketing at GARBE.DC, Radu Mircea, Head of Investment Strategy at PATRIZIA and Robert Björk, Partner at Areim.