Investors will look at more creative structures to source capital including continuation and syndication vehicles which will gain more traction. Structured transactions for preferred equity may also become common for early-stage platforms.
More creative structures & capital sourcing
As interest rates cool down, increased deal flow and M&A activity in this space is expected. Investors with dry powder will begin to deploy in the sector and newer platforms waiting for capital raising opportunities will come to the market.
Increased deal activity & M&A
Markets with lower vacancy levels and supply constraints will continue to dominate. Operators will continue to focus on ESG deployments while hyperscalers will look at BTS deployments with suitable financing models which minimise their capex spend.
Established
markets to dominate
