MINT·2025-10-01 15:34Group 1 - Blackstone Inc. is optimistic about data centers due to a surge in demand for computing and does not perceive a bubble in the sector [1] - The demand for data centers is driven by the increasing need for information, computing power, and content as the world becomes more digitized [2] - Major tech companies are planning to invest hundreds of billions of dollars in data centers, indicating strong market interest [3] Group 2 - There is a consensus on the attractiveness of real estate as an investment asset class, particularly following a decline in construction and an increase in cash flow [5] - The global themes influencing the real estate sector include demographics, digitization, decarbonization, deglobalization, and defense [6] - Investment strategies in the sector are focusing on logistics, living spaces, and data centers, with an emphasis on stable income or net leases [6]