60 seconds on why data centres matter for real estate investors
We know not all cities are equal. We also know that there are certain cities which in the future are going to be much stronger than others. But, within that, we also think there are elements of real estate sub-sectors that are not created equally either.
One area that we have particular interest in is data centres. Demand for, and the creation of, data is a trend that is growing very strongly. In fact, every two to three years, the amount of data that is produced through new technology is doubling.
This data needs to be housed and transferred through data centres, and these data centres need to be located in and around some of the world’s strongest cities.
We're seeing very strong demand from two industries in particular: the gaming industry and high frequency traders. A reduction in latency and the need to be on super-fibre highways are driving this demand.
Our view as real estate investors is that you need to be positioned in the strongest global cities, but also in very specific sub-sectors in terms of real estate in those global cities.
Unstructured Learning Time
- How we hold companies to account on their climate change plans
- How the FTSE 100 returned 122% in 20 years but barely moved
- How the ageing population could be a boon for investors
- Coronavirus to hit already reeling Japanese economy
- Why “corporate karma” is crucial for your investment returns
- Environmental initiatives boost Stockholm's Global Cities index rating