Investment Strategies
Stable returns with minimal risk
Asset Allocation
Optimal risk-return balance
Asset Allocation
Maximum returns with higher risk
Asset Allocation
Data Center Demand Growth
Driven by AI, cloud adoption, and edge computing
Average Lease Terms
Long-term contracts provide stable cash flows
Occupancy Rates
Supply constraints maintain high occupancy
Rent Growth
Power costs and demand driving rent increases
Geographic Diversification
Recommendation: Focus on Tier 1 US markets with expansion to select international
Asset Type Diversification
Recommendation: Balanced mix with emphasis on hyperscale and edge growth
Tenant Mix Diversification
Recommendation: Diversified tenant base with anchor cloud provider tenants
Investment Stage Diversification
Recommendation: Strategy-dependent allocation based on risk tolerance
Based on $10M investment commitment
Core Assets
Stabilized properties with long-term leases
- • 2-3 stabilized facilities
- • 95%+ occupancy
- • Investment grade tenants
Value-Add
Properties requiring improvements
- • 1-2 repositioning projects
- • 70-85% occupancy
- • Operational improvements
Development
Ground-up development opportunities
- • 1 development project
- • Pre-leasing secured
- • 18-24 month timeline