How PE Firms Are Buying Up Data Center Real Estate

Episode notes

Episode 95 of Private Equity Conversations with Fexingo: Lucas and Luna break down the surge in private equity investment in data center real estate. They focus on the specific case of KKR and Global Infrastructure Partners acquiring a $2.5 billion portfolio of hyperscale data centers from CyrusOne in 2025. The conversation covers the structural drivers - cloud migration, AI compute demand, and power constraints - and why PE firms see data centers as infrastructure-like assets with long-term contracted cash flows. They also discuss the tension between tech tenants seeking flexibility and PE funds needing stable, predictable returns. No fluff - just a clear, specific look at one of the hottest corners of alternative assets in 2026. #PrivateEquity #DataCenters #InfrastructureInvesting #KKR #GlobalInfrastructurePartners #CyrusOne #Hyperscale #CloudComputing #AI #RealAssets #AlternativeInvestments #Finance #Business #FexingoBusiness #BusinessPodcast #LucasAndLuna #PEConversations #Episode95 Keep every episode free: buymeacoffee.com/fexingo

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