- Pivotal Nature of Asset
- Higher likelihood of customer ‘repeat business’
- Prolonged Duration of Contracts
- Contracyclical growth sector
- Opportunity for ESG-driven growth and return
Why do investors prefer data centres?
- Economic Conditions
- Decline of M&A and debt markets
- Immensity and capital-intensive nature of the sector
- Wait and watch approach / sector cool-down
What is on the mind of investors?
- Layers of managed data infrastructure
- Convergence of services & technologies
- Infrastructure Management &
Operational Software
Up the Stack Value Add
- Land Banking
- Construction
- Operation & Maintenance
- Supply Chain Related Tech
Down the Stack Value Add