Data center investing means owning the specialized facilities that house computing and networking infrastructure, the physical backbone of the digital economy, leased to technology companies, cloud providers, and enterprises.
Log in to followI was filling in my own allocation sheet and got stuck on where to put this. On paper it's a building with a lease, so it's real estate. But when I read the actual drivers, they'r…
Chasing a question I can't settle. A facility built around 2014 for something like 6 to 8 kW per rack, air cooled, decent connectivity, on a feed with modest headroom. Fully lease…
I've been trying to decide which shape of data center risk I'd actually be willing to hold for a decade, and I keep flipping. Deal A: single tenant, one of the very large technolo…
I've now read the phrase secured power about forty times in various writeups and every single one treats it as the thing that makes an asset valuable, which I believe. What I can'…
This is a small loss by the standards of this room but I'd rather write it up than pretend it didn't happen. Early last year a guy I've done renovation work for put together an LL…
Closed out a passive position last month that I've been in since 2022, and the useful part isn't the return, it's which document turned out to matter. Deal shape: a two-building p…
Been chewing on this since a broker sent me two things in the same week and they're basically opposite bets. One is a fractional interest in an operating facility in an establishe…