New report sheds light on the digital infrastructure market trends that are making this sector so appealing

November 29, 2021

New report sheds light on the digital infrastructure market trends that are making this sector so appealing

November 29, 2021 | Strategic Capital Fund Management

With the recent announcement of CyrusOne and CoreSite being acquired in data center deals totaling $25 billion, the digital infrastructure space is grabbing headlines and attracting significant retail and institutional capital. Data centers and cell towers continue to accentuate their essential nature and support an accelerated global digital transformation through the first half of 2021.

Strategic Capital Fund Management’s latest digital infrastructure research paper provides insights on secular demand drivers, market trends and what the future may hold for these dynamic real assets.

This report provides an update on how digital infrastructure assets performed through the first half of 2021 and what we can expect from the sector in the future:

• Often compared to public utility-type assets, digital infrastructure is increasingly being viewed as a national priority.1

• Institutional investor appetite has significantly increased in the data center sector with pricing on recent transactions moving closer to wireless infrastructure valuation multiples.2,3,4

• Wireless infrastructure spending by telecom carriers for FY2021 is expected to eclipse 2020 figures and continue to rise into 2022 and beyond.5,6,7

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1 Barclays Equity Research, Sustainable & Thematic Investing, Green Data Centers: Beyond Net Zero. There is no guarantee that these trends will continue.
2 CBRE, North American Data Center Trends Report H1 2021, August 19, 2021.
3 Barclays Equity Research.
4 Information provided by Strategic Capital Fund Management.
5 Credit Suisse Equity Research: 2021 Outlook, The Cloud Has Four Walls.
6 Inside Towers, Intelligence Report, Q2 2021, Wireless Infrastructure Industry: Market Analysis Report.
7 Barclays Equity Research, Global Communications, TowerCo Q2 State of the Industry, August 19, 2021.

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Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.