Investment Forum | New York // Panel: Stabilized but not stable? Navigating risks in data center assets

Stabilized data centers have long been seen as safe, income-generating assets in the investment landscape. But as market conditions evolve, long-term leases approach renewal and aging facilities face rising CapEx demands for modernization are these assets still a guaranteed safe bet?

This session will explore how investors are adapting to shifting market conditions, the impact of lease renewals and retrofits on valuations, and the long-term exit strategies investors are considering. Are stabilized assets still as liquid as before, or are buyers becoming more selective? How are investors balancing capital deployment between maintaining existing assets and pursuing new developments? And as demand for AI and high-density workloads grows, how much investment is required to keep stabilized data centers competitive?

Attendees will gain insights into:

• Lease expiration risks: How can investors assess and manage risks related to lease expirations, tenant retention, and re-leasing in a changing market?
• Liquidity and exit strategies: Are stabilized data centers still as liquid as before, and what long-term strategies are investors considering?
• CapEx and modernization: How are investors balancing the cost of retrofits and upgrades with long-term asset value and evolving tenant demands?