Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects.
What is the appetite within the US? Are the best opportunities for new builds outside of the country?
What lenders are top in the sector? Is there any changing of the guard or new entrants?
Is having a FANG offtaker still necessary for projects to be approved?
What opportunities are there for entrants in the public financing market?