Perspectives

Don't Tell Me this is Not Infrastructure

Listed Real Assets

01 Sep 2020 5 Minute Read Time

972x1296-datacenters
As investors’ interest in infrastructure continues to rise, so does the debate over the types of assets considered as core infrastructure. Data center companies are at the nexus of this debate, as the sector is not universally regarded core infrastructure in the listed space but increasingly sought after by private infrastructure investors. While not all data center companies qualify as core infrastructure, the select group that does provides investors attractive growth potential driven by long-term secular demand trends tied to the rise of the global digital economy.