finding the edge:
unlocking the value in data centers growth  

We understand what the data center assets of the future will be + how to capture the opportunities arising from the new tech landscape in the sector.

connecting the signals:
unlocking the value in data centers growth
market pulse: what we are seeing     

Asset valuations + tech's pivotal role in the sector, is seeing a focus on tech ownership as a market entry point.

Increasingly all actors in the sector have a greater understanding of the value technology provides in this fast-paced market. Other real estate sectors have started to embrace technology but do not have the same level of tech dependence for value.

Understanding of tech's importance has improved but understanding the tech capability, relevance for business models and ascribing a value of the technology are complex. Technology is both an enabler and differentiator for owner-operators and an attractive opportunity for investors positive on the underlying sector.

Tech as predictor of yield

7 types of data centers- divergent strategies

ICON

Limited transaction opportunities of data centers

ICON

Retrofitting data centers to avoid obselence

market activity: where we see the opportunities  

Unparalleled data consumption + processing demand, has led to intense activity across all aspects of the data center value chain.

Whilst the surge in data growth and the unmet demand for new data centers is well known, the impact on other parts of the value chain are as relevant and present opportunities for technology to address.

The Maturing of Modular Use: The Building Block of Hybrid

52% of owners have implemented some form of modular deployment

Data Center's Atomic Kitten:
Nuclear energy in-action

65%Total energy used by France from nuclear energy

Data Center Investors: Outlook on Valuations

$1.8TCapital to be deployed in data centers by large tech

Driverless Data:
Releasing The Handbrake

0.1 seconds response time required

Computing The True Carbon Cost Of Data + AI

40kg CO₂ 1TB of cloud storage emits up to

Unlocking the Highway:
The Network Infra Techs

1% drop 100ms latency equals in conversion in ecommerce

DERS + DERMS: Can Systems Make a Difference?

34% saw transmission expenses fall due to DERs

Threat Or Opportunity?
Quantum Horizons

5-10 years Cryptographically relevant quantum computer (CRQC) expected in the next

Selfies, Reels + Toks: Our Data Consumption Habits

76%of global mobile data usage in 2025 is consumption of video applications

Management Platforms:
The low-hanging fruit?

~50% Data centers that use DCIM solutions experience lower outage rates

the strategies: how we help clients execute

With Cap Rates so tight, leveraging tech for value is critical

Our services drive your market differentiation, which is becoming increasingly critical in real estate

Future Proofing the Business

We supported a mid-sized colocation operator acquiring new assets by providing a 5-year innovation outlook and benchmarking global best practices.

05

Tech types identified as strategic disruptors

600

Techs relevant to use case identified

24

Tech Solutions selected with criteria
Outcomes
Analysis of global state of adoption
Benchmarked global leaders + competitors
Portfolio review
Energy + tenant performance metrics
Tech driven data center turnaround

Tech Driven Data Center Turnaround

We supported a European PE house in identifying 3-4 key technology building blocks which could deliver strong ROI, improve the attractiveness of assets.

03

Tech types identified: low Capex + fast ROI

40

Global peers analysed for benchmarking

24

Scored + ranked: leading 6 introduced
Outcomes
Strategy challenged
Key gaps identified
Bespoke adoption strategy shaped
Solutions mapped to underperformance

Framework for Data-Driven Growth

We helped a major Asian conglomerate refine its investment thesis by defining clear criteria to evaluate emerging technologies addressing data growth.

15

Criteria identified to assess technology

200

Out of cycle tech investments assessed

12

Techs engaged for initial due diligence
Outcomes
Deep dive into drivers of energy + resilience
Presented view of recent investments
Risk evaluation + valuation comparison
Final shortlist of potentials
market analysis: our research + insights

Explore our specialized analysis on what will impact how we build, own + use Data Centers of the future .

Report

The Growth
of Data

April 2025
Explore
Report

Data Centers
in 2035

April 2025
Explore
Report

Tech as
a USP

April 2025
Explore
Bold moves, underpinned by rigour.  

Lets work together to seize the opportunity of the new real estate world  

Book a free insights session with us