Data centers are a gold rush for global real estate — but can funding keep up?

Group 1: Industry Trends - The global real estate landscape is shifting from "visible" properties like office towers and shopping malls to "invisible" assets such as cloud and data centers [2] - A recent survey by CBRE indicates that 95% of major investors worldwide plan to increase their investments in data centers, with 41% of them intending to allocate $500 million or more in equity to this sector in 2025, up from 30% the previous year [3] Group 2: Demand and Growth Projections - Demand for data centers has surged due to the increasing need for computing power driven by AI workloads, with Goldman Sachs predicting a 50% rise in global power demand from data centers by 2027 and a potential increase of 165% by 2030 [4] - Investors are reallocating their portfolios from traditional sectors to alternatives, with a significant focus on data centers and associated infrastructure like battery storage [4][5]