Portfolio Strategy

Design your optimal investment approach

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Investment Strategies

Conservative Growth
Low Risk

Stable returns with minimal risk

Asset Allocation

Core70%
Value-Add25%
Development5%
Target Return:10-14% IRR
Time Horizon:5-7 years
Balanced Portfolio
Medium Risk

Optimal risk-return balance

Asset Allocation

Core50%
Value-Add35%
Development15%
Target Return:15-19% IRR
Time Horizon:5-10 years
Growth Focused
High Risk

Maximum returns with higher risk

Asset Allocation

Core30%
Value-Add40%
Development30%
Target Return:20-25% IRR
Time Horizon:7-12 years
Market Insights & Trends
28% CAGR

Data Center Demand Growth

Driven by AI, cloud adoption, and edge computing

10-15 years

Average Lease Terms

Long-term contracts provide stable cash flows

95%+

Occupancy Rates

Supply constraints maintain high occupancy

8-12% annually

Rent Growth

Power costs and demand driving rent increases

Diversification Framework

Geographic Diversification

Primary Markets
Secondary Markets
International

Recommendation: Focus on Tier 1 US markets with expansion to select international

Asset Type Diversification

Hyperscale
Colocation
Edge
Cloud On-Ramps

Recommendation: Balanced mix with emphasis on hyperscale and edge growth

Tenant Mix Diversification

Cloud Providers
Enterprises
Telecom
Government

Recommendation: Diversified tenant base with anchor cloud provider tenants

Investment Stage Diversification

Stabilized
Lease-Up
Development
Value-Add

Recommendation: Strategy-dependent allocation based on risk tolerance

Sample Balanced Portfolio Portfolio

Based on $10M investment commitment

Core Assets

$5.0M

Stabilized properties with long-term leases

  • • 2-3 stabilized facilities
  • • 95%+ occupancy
  • • Investment grade tenants

Value-Add

$3.5M

Properties requiring improvements

  • • 1-2 repositioning projects
  • • 70-85% occupancy
  • • Operational improvements

Development

$1.5M

Ground-up development opportunities

  • • 1 development project
  • • Pre-leasing secured
  • • 18-24 month timeline