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From 5G expansion to AI-optimised infrastructure and satellite connectivity, a quiet revolution is reshaping the backbone of our digital world. This blog explores how tower giants like Helios Towers, SBA Communications and American Tower are driving this transformation.
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From 5G expansion to AI-optimised infrastructure and satellite connectivity, a quiet revolution is reshaping the backbone of our digital world. This blog explores how tower giants like Helios Towers, SBA Communications and American Tower are driving this transformation.
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Real estate investing is shifting towards technology-driven assets such as data centres, telecom infrastructure, and logistics hubs. These sectors offer higher growth potential and distinct risk-return characteristics compared to traditional real estate and pure technology strategies.
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AI infrastructure could see $1trillion in annual investment by 2028, but few investors are looking at the real estate behind the revolution. This blog highlights how the WisdomTree Real Estate UCITS ETF (WTRE) captures this underappreciated opportunity through targeted exposure to AI-driven data centre REITs.
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US Federal Reserve (Fed) rate cuts create favourable conditions for the real estate sector, with broad improvements likely. Tech-focused real estate, such as data centres and telecom infrastructure, presents potential for stronger growth compared to traditional sectors, driven by ongoing technological trends.
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On the 8 December 2023 edition of our Behind the Markets podcast, we spoke with Uma Moriarty, the Senior Investment Strategist and Global ESG Lead for CenterSquare Investment Management about her views on real estate in the face of higher interest rates, as well as how new economy real estate is looking as we wind down 2023.
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The market has paid a lot of attention to Nvidia during the first six months of 2023—with good reason. However, we frequently remind ourselves that, if artificial intelligence is able to scale the way that many predict, Nvidia’s chips do not run on their own. If more servers are needed, where are they going to physically go? Data centre real estate offers a differentiated risk/return profile relative to a semiconductor firm like Nvidia.
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