Investment Forum | New York // Roundtable 1A: Financing - Future financing strategies for stabilised datacenter assets
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- Investment Forum Main Stage
- Investment & Markets
- Open Session
Speakers
Managing Director, Apterra Infrastructure Capital
Cecile Baker
Managing Director, TD Securities
SVP Capital Markets and Investor Relations, Compass Datacenters
David Strauss
Principal & Co-founder, BSP Technical Advisors
Amidst the rapid expansion of the data center industry, the capital stack for stabilized portfolios is evolving, with new financial instruments and funding sources gaining traction. This roundtable will explore the evolving capital landscape for data center portfolios, examining how securitization is being used and where mezzanine credit fits into the capital stack, while also debating the future role of public markets versus private capital in refinancing.
- Securitization is increasingly being used for stabilized data center portfolios. What makes an asset securitization-ready, and what are investors underwriting most critically?
- Mezzanine and structured credit have gained traction in this market. Where do you see mezzanine fitting best in stabilized asset capital stacks?
- Do you foresee public market capital such as REITs, IPOs playing a larger role in stabilized refinancing, or will private markets continue to dominate?
- What have we learnt from recent IPOs market moves?