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 followWent through an offering package this week for a passive position and started marking up which protections would still mean something if technology company spending pulled back ha…
I've been reading through public filings for the listed data center owners because I wanted to understand what a passive holder actually pays out of the rent before anything reach…
I've been reading the summary on a data center fund and the distribution number they quote includes something they call power and infrastructure reimbursement. As far as I can tel…
Looking at an LP slice in a 9 MW single-tenant facility in a secondary market. The lease is twelve years with two five-year renewals at market. The power side is a seven-year bloc…
I 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…
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…