Mingtiandi - Asia real estate intelligence’s Post

The Asia-Pacific region is at the heart of a data centre revolution, with Malaysia emerging as Southeast Asia's leading hub. Our Executive Director of Research & Consultancy, Amy Wong highlights, the country's strategic location, robust infrastructure, and supportive government policies make it an attractive destination for data centre investments. This growth is no accident—Malaysia’s supportive policies, cost-efficient land and power, and neutral stance on foreign investment have made it a magnet for global tech giants. To read this article further: https://lnkd.in/g2y_VytG And for more KF insights, download the full report here: https://lnkd.in/g4C8WmXu   #KnightFrank #KnightFrankMalaysia #YourPartnersInProperty #KFM2025 #DataCentreReport #DataCentres #PropertyInsights #Sustainability #DigitalInfrastructure #MalaysiaLeadership #KnightFrankResearch #KnightFrankInsights

🚀 Exciting developments in the APAC data centre market! Private equity investors and asset managers are gearing up for increased M&A activity in the region, driven by the rising demand for digital infrastructure fueled by AI advancements. Moody’s forecasts a doubling of APAC data centre capacity by 2028, with a projected USD 564 billion in investments over the next five years. Notably, Australia is set to witness a 20% growth in its data centre capacity between 2023 and 2025, highlighting the region's commitment to technological advancement and expanding digital ecosystems. 🤖 Recent transactions like Asia-Pacific Strategic Investments' USD 150 million acquisition of Mobii Genius in April 2024, along with plans for data centres in Malaysia, are reshaping the digital landscape in APAC. These strategic moves underscore the region's dedication to enhancing technological capabilities and fostering a robust digital infrastructure. #APAC #Technology #Investment #PrivateEquity #MergersAndAcquisitions #DataCenters #TMT Sources: - https://lnkd.in/gkt_Yf8q - https://lnkd.in/gqzPpjVm - https://lnkd.in/g6RBrEe9 - https://lnkd.in/gMFECGay - https://lnkd.in/gh72v5ND

🌐⚡ Over the next 5 -10 years, hundreds of billions of investment capital will be required to support the tremendous demand for data centres. Michelle Lee, Managing Director of Private Funds (Data Centre), CapitaLand Investment (#CLI), shared her insights at the Asia Pacific Real Assets Association (APREA) Asia Pacific Real Asset Leaders’ Congress in Tokyo, citing how megatrends such as digitalisation, cloud computing and AI are fuelling this demand and how data centres can be an institutional investment grade asset. The resilient data centre sector has strong fundamentals, increasing deal flow and a huge potential for scale. There is also a range of investment opportunities available to investors with different risk appetites – from stable operating assets through REIT investments, to new developments or value-add opportunities offering higher risk-adjusted returns through private fund investments.    To navigate the unique considerations in the sector such as power availability & reliability, supply chain constraints, design flexibility, technology and sustainability, it is important for investors to seek partners with ‘boots on the ground’ and specialist capabilities. 💡CLI has started investing in data centres since 2005. With its vertically integrated data centre capabilities, CLI is well-positioned to partner investors in this exciting journey of investing in data centres. For more on CLI’s data centre expertise and views on the industry, read our latest research report: https://lnkd.in/gDuu_BbN   The panel also featured Diarmid Massey, CEO, Data Centres, ESR, Nori Matsushita, Head of Japan, AirTrunk, Alistair LaBrooy, CTO, AREA Real Estate Advisory Sdn Bhd, and Kenji Utsumi, Partner, Nagashima Ohno & Tsunematsu. #DataCentres #Invest #PrivateEquity #AI #RealEstate

Asia Pacific’s #datacenter market is attracting justified attention from across the #financing, #investment and #real estate community. Last week, I was fortunate to participate in the TMT M&A Forum APAC 2024, where many of the major issues facing developers, operators, investors and financers working in the data center sector came together. Some major observations from the forum: The depth of debt liquidity: As far as the data center market is concerned, liquidity in the debt market is generally available, especially in the domestic market. Investors and financers need to monitor balance sheet and maturity profile health with the increasing leverage within the sector. Equity liquidity to scale up: Robust growth has enhanced the data center sector’s attractiveness to a broad range of investors including PERE funds, infrastructure funds and sovereign funds even with record high valuations while yet proven exit routes. It takes time to scale up with the improving sophistication of the market and investors in the region. Operator selection: The investors are generally convinced of the robust growth potential of the sector led by AI but there is an enormous premium placed on selecting the right operating partners in different markets, especially emerging markets across the region. For operators, the competition is becoming more fierce when zoning in on the track record of quality, speed, and price. Looking forward to continuing this timely conversation with the evolving data center community.

Digital Edge DC has raised US$1.6bn to expand APAC data centre services, specifically aiming to bridge digital divides and interconnect #hyperscale #datacentres. “The level of interest received from existing and new investors is a testament to Digital Edge DC’s proven track record, expansion capacity, and relentless focus on delivering for our customers across the Asia Pacific region,” comments Andrew Thomas, Chairman of Digital Edge and a Senior Managing Director at Stonepeak. Samuel Lee, Chief Executive Officer of Digital Edge commented, “This is a major milestone for Digital Edge and an affirmation of the quality of this platform and our team. We are very proud of what we have achieved and are excited to deliver on the next phase of #AI-ready data centre developments.”

Exciting news from the APAC Data Centre Landscape! Our APAC Managing Director, James Murphy, recently sat down with Isabelle Paradis from HOT TELECOM, at the Submarine Networks World 2024 event to discuss Investment Trends in APAC Data Centres. Their conversation explored the growing wave of foreign investments reshaping the region's digital infrastructure, as well as the pivotal role of private equity in unlocking the potential of emerging APAC markets. Watch now! #DataCentres #InvestmentTrends #APACGrowth #DigitalInfrastructure #PrivateEquity

The potential investment in STT Telemedia Global Data Centres (STT GDC) reflects growing interest and demand for data centres across Asia-Pacific as nations and companies respond to the boom in artificial intelligence.

DON’T LET YOUR DATA CENTRE BECOME A RISK CENTRE | With the rapid rise in AI, cloud services, streaming and the Internet of Things (and more), data centres have become more critical than ever. But how do you navigate the risks and ensure your investment is secure? We collaborated closely with our colleagues at RPS to explore what it takes to derisk your data centre investment. In this article, Darren McSorley, #NDY’s Mission Critical Market Sector Director, along with RPS’s Roddy Adams, Country Lead Singapore and Timothy Cope, Executive Advisor Project Management, outline the key focus areas that can make or break your data centre investment and how the latest technologies, like liquid cooling, are revolutionising the industry. Read more about the red flags to look out for in a data centre investment: https://lnkd.in/g_Q-9HAj #MakingSpacesWork Tetra Tech High Performance Buildings Group | Cosentini Associates | Glumac | Hoare Lea

Demand for data centres continues to grow alongside developments in AI and the broader digital economy. Goodman Tsuen Wan West Precinct comprises four new high-tier facilities with a total 225 MW of dedicated power supply, creating essential infrastructure for businesses in Hong Kong. https://bit.ly/3PXcok1   #DigitalInfrastructure #DigitalEconomy #DataCentre

National Supercomputing Centre (NSCC) Singapore celebrated a milestone with the launch of its state-of-the-art data centre, poised to drive Singapore’s next wave of innovation and digital transformation. To highlight NSCC’s role as a catalyst for technological advancement, we designed an entrance mural and custom data-server stickers for their new facility. See our creative process in this case study. 🔗 https://lnkd.in/gyrUyDCx #EnvironmentalGraphicsDesign #MuralDesign #CustomDataServerSticker #LivelyGreenStrategicBrand