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 followClosed this out in the fall and it cost me about $2.4m of principal plus roughly $180k of carry and legal, so I've had time to work out where it actually went wrong. The loan was…
Sold this in the spring at $3.35m against a $4.2m basis, 26 months in, and the loss on paper understates it because of what it did to my team's time. The asset: single story purpo…
I spent half a year reading fund decks for data center exposure and I finally admitted I couldn't evaluate any of them. Every deck had a power story I had no way to verify. Minimu…
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…