Nicholas Fitzgerald’s Post

Digital Infrastructure Investment. Limited partners are increasingly investing in digital infrastructure strategies. Institutional investors have been directing significant capital towards infrastructure and real estate funds focusing on digital infrastructure over the past decade. The sector's strong performance has attracted substantial investments, with private funds dedicated to digital infrastructure gathering a total of $800 billion in capital commitments from 2014 to 2023, as reported by a recent PitchBook analyst note. #investing #digitalinfrastructure #institutionalinvestors #DigitalInfrastructure.

Could now be the time for core infrastructure? Investing in core infrastructure assets like utilities and digital networks is not just smart – it’s essential. These low-risk, inflation-protected assets can offer stability and reliable returns. But core infrastructure can be more than just a passive investment. At EQT Group, “we really believe you can execute a value-adding ownership approach while actively managing risk,” says Alexander Greenbaum, head of EQT Active Core Infrastructure. Read the full piece here ➡️ https://bit.ly/3C78h12

Navigating Infrastructure Investments: Top 5 Reasons to Switch to OpEx 💡🌟 In today's rapidly evolving business landscape, making informed decisions on infrastructure investments is crucial for long-term success. As we shift towards a more sustainable and technologically advanced era, it's essential to consider the best approach for your business when it comes to capital expenditure (CapEx) vs operating expenditure (OpEx). Read more: https://lnkd.in/eNbyX_ay #OPEX #CAPEX #Infrastructure #Investment

Discover the top five compelling reasons why businesses are shifting towards Operational Expenditure (OPEX) models for their infrastructure investments. Embracing OPEX can empower your organization with improved cash flow management, greater flexibility to scale operations, reduced financial risk, enhanced agility in responding to market changes, and access to cutting-edge technologies without hefty upfront investments. Stay ahead of the curve and explore how adopting an OPEX model can drive success and innovation for your business in today's competitive landscape.

An OPEX model offers businesses the flexibility and adaptability in this challenging and rapidly evolving market. It is critical that businesses carefully consider their specific needs and goals when deciding between CapEx and OpEx.

In this new era of #infrastructure, the importance of aligning strategy with fund structure is often overlooked. In his latest article for Infrastructure Investor, Mathias Lejeune, our Senior Director for Infrastructure Solutions, highlights that open-end funds offer more than just liquidity. They are also well-suited to meet the needs of next-generation infrastructure assets with significant long-term capex requirements. Read Mathias’s piece in full here: https://cbreim.co/3CEnrLm

Navigating Infrastructure Investments: Top 5 Reasons to Switch to OpEx 💡🌟 In today's rapidly evolving business landscape, making informed decisions on infrastructure investments is crucial for long-term success. As we shift towards a more sustainable and technologically advanced era, it's essential to consider the best approach for your business when it comes to capital expenditure (CapEx) vs operating expenditure (OpEx). Read more: https://lnkd.in/eNbyX_ay #OPEX #CAPEX #Infrastructure #Investment

New Cool Vector episode: Investment roles within the digital infrastructure asset class have seen among the most dramatic rises in compensation on Wall Street, thanks to a surge in demand for data centers and a limited supply of "plug-and-play" talent, according to Patrick Reyes, a Principle at One Search, an executive recruiting firm focused on infrastructure. A managing director in charge of digital infrastructure firm may be offered upwards of $1.5 million per year in cash compensation, and carried interest with a notional value "well into eight figures," says Reyes. Because of the relative nascency of the asset class, professionals with backgrounds in adjacent industries are being recruited to "build up" digital infrastructure, spelling opportunity for executives in the real estate, industrial and energy sectors. Reyes notes that, in addition to the all-important ability to source transactions - often from large tech and telecom companies - the digital infrastructure asset class has great demand for investors, including CFOs, with "strategic" capabilities and mindsets. Another important talent trend can be found among operating executives in the data center industry, who increasingly are being approached by private equity firms to who want to raise hundreds of millions, even billions, in capital for innovative, new digital infrastructure strategies, but lack the right teams to put the capital to work. These operator are often pleased to find that compensation structures in private capital are more directly tied to their accomplishments than are comp packages at publicly traded companies, says Reyes. Reyes says: "I kid you not. . . at least once a week, I've got a conversation going with somebody who sits in digital infrastructure private equity, and they say to me, 'Hey Pat, if you know somebody, or a team, that does XYZ in the data center space, let me know. I'd love to meet them, because that is the type of business model that we could put hundreds of millions, if not not billions, into.'" In the war for talent, Reyes notes that energy transition and digital infrastructure firms have been poaching talent from one another, as the energy and digital infrastructure industries converge. "The future data center will look like a power plant, and the future power plant will look like a data center," says Reyes. Watch the full interview on the Cool Vector YouTube channel: https://lnkd.in/g-xzHqKN

We are pleased to announce that InfraRed has signed a binding agreement to acquire Proximus Luxembourg Infrastructure (“PLI”) for €108m from Proximus Group on behalf of our core European Infrastructure Fund. PLI is the first independent tower company in Luxembourg with 267 mobile tower assets, distributed evenly between ground-based and building rooftop structures. InfraRed has established a long-term relationship with Proximus Group and we will support their significant mobile operations in Luxembourg, as an anchor tenant on the respective sites. We are also excited by the opportunity to support the growth of PLI as the leading independent telecommunications infrastructure business in Luxembourg. We will bring our expertise in digital infrastructure investments to bear, helping deliver further critical telecom services across Luxembourg, a market with a high mobile penetration. This investment is InfraRed’s latest acquisition of an attractive telecom tower company, aligned with the current and expected demand for digital infrastructure. For more information, please click here - https://lnkd.in/ehzfmdQh #infrastructure #infrastructureinvestment #towercompany

As investors look to future-proof their portfolios, companies that provide essential products or services to society are growing in appeal. In particular, the increasing demands of the energy and digital transitions continue to create a huge opportunity for private markets investors in infrastructure. Read and watch why EQT is focused on investing in high-quality businesses with significant and sustainable growth potential in attractive industries: https://ow.ly/Yc4r50RgNv8 Partner content with EQT #Artificialintelligence #Digitalinfrastructure #Energytransition