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Data centres and digital infrastructure

Insight

In a world where increasingly more of our work and lives are conducted cross-platform, the demand for digital infrastructure is growing exponentially. But the answer isn’t simply to add capacity: the value of a data centre – and demand for using it – depends on location, connectivity, security and the way it is managed.

Approach

We take a hands-on approach, tailored to how advanced the project is. For new builds, we typically advise on site selection and contracts, and have even part-funded the purchase and construction. For centres that are already operational, our expertise as board members and our extensive networks can help maximise revenue and profitability.

This direct input on operations, drawing on our deep experience, ensures the success of the business and generates returns on our investment.

We generate returns from our data centre investments both through selling assets, once their value is realised, and through ongoing income. Any decision to exit is based on performance across our portfolio and market conditions.

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Technology for the smart built environment

Innovation has always been a driver of value in the property industry, but today that pace of innovation is faster than ever. Smart use of technology offers opportunities to make buildings more energy-efficient, cut running costs and enhance the spaces we interact with daily. But which technologies really have the potential to combine basic efficiency with lifestyle or workplace benefits?

Innovation has always been a driver of value in the property industry

Insight

Our investment in technology trends in real estate (proptech) and solutions for the smart built environment is founded on our understanding of both the tech landscape and the real estate market. We apply our knowledge of what matters to property owners and managers to identify innovation with the greatest potential for positive impact – both at an individual building level and, when multiplied, at a global level.

Approach

As with our approach to data centres and digital infrastructure, we adopt a hands-on approach to technology investment, offering strategic and commercial direction as well as vital connections through our extensive networks. This collaborative ethos sets us apart from capital firms or investors whose contribution is purely financial. We typically seek long-term value rather than short-term gain.

Our Re:Lab venture programme is key to our ability to identify high-growth opportunities for investment, but we also actively seek investment opportunities at the intersection between technology and asset value.

We generate returns from our technology investments both through selling assets, once their value is realised, and through ongoing income. Any decision to exit is based on performance across our portfolio and market conditions.

Project case studies