Unlike other commercial real estate assets, data centers rose in value in 2020, as the pandemic increased demand for cloud services and streaming media. There has been brisk M&A activity in the sector and valuations have moved up. But there are still opportunities for investors that focus on three value-producing plays: edge data centers, expansion in underserved Tier 2 cities, and investing in performance improvements for existing portfolio assets. This timely paper shows how to win in data center investing in 2021.
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