Closer dive in valuations for digital infrastructure assets  - Much like the global health of the financial markets are affecting traditionally protected assets, they have the potential to truly affect newer, shorter termed contracts.

• How does this interest rate and valuation changes affect digital assets? How long will it last? 
• How are themes of convergence between assets changing the landscape of how projects are delivered?
• Supply chain in digital infrastructure – is this a more secure asset class with opportunities in nearshoring? Or just as impacted as any other market?
• How is 5G building out across the US?

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?

Grab a plate of Nashville grub and enjoy over our networking lunch. Connect with new business opportunities and reconnect with peers and colleagues over some delicious food.

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

This interview provides the inside scoop on tower infrastructure:

• What is the  projected demand for telecom tower infrastructure within the US? 
• Where is investment in connectivity most needed? How is this affected by continued buildout of  
• How are relationships with landowners and carriers evolving?

Please join us in congratulating our Deal of the Year winners for outstanding performance in infrastructure in 2022! 

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Thanks for joining us at Proximo US Digital Infrastructure 2023!