Even as preparation for edge computing gets headlines, investment activity remains focused on hyperscale and regional data center investment by firms that formerly would have invested in other forms of real estate.
“Demand for data centers by global investors remained robust in the second half of 2021, with record-breaking merger and acquisition activity,” according to CBRE. “Nearly 95 percent of respondents to CBRE’s 2022 Global Data Center Investor Sentiment Survey, many of whom are the world’s largest institutional real estate investors, plan to increase their capital deployment in the data center sector,” says CBRE.
In North America alone, transactions included:
American Tower’s acquisition of CoreSite for $10.1 billion.
Blackstone’s acquisition of QTS for $10 billion.
Cyxtera’s SPAC merger with Starboard Value Acquisition Corp, valued at $3.4 billion.
Mapletree’s acquisition of the Silas Realty Trust Portfolio of 29 data centers for $1.3 billion.
Prudential & Digital Realty’s joint venture sale of 10 powered shell data centers for $581 million.
DigitalBridge’s Vantage SDC acquisition of CA22, a 24 MW hyperscale data center, for $539 million.
Already in 2022, North American transactions include:
KKR & Global Infrastructure Partners acquisition of CyrusOne for $15 billion.
DataBank’s acquisition of four CyrusOne data centers in Houston for $670 million.
In the Europe Middle East Africa market, 2021 transactions include:
IPI Partners acquired the dominant Nordic operator Digiplex.
Iron Mountain acquired a turnkey facility in Frankfurt from Keppel Data Centers for €76 million.
Antin Infrastructure Partners acquired leading U.K. managed-services provider Pulsant.
Azrieli purchased colocation operator Green Mountain in Norway for 7.6 billion NOK.
Blackstone acquired a triple-net facility leased to Equinix in London Docklands for £196.5 million.
Keppel DC REIT acquired two triple-net facilities, one in the Netherlands and the other in the U.K. for a combined total of more than €100 million.
Digital9 Infrastructure acquired Verne Global, a dominant Icelandic colocation provider for £231 million.
AtlasEdge, the recently formed edge operator backed by Liberty Global, Digital Bridge and Digital Realty, acquired a portfolio of 12 assets from Colt Data Centers.
In 2022, transactions in EMEA include:
KAO Data, backed by Legal & General Capital, Goldacre and Infratil, have acquired two data centers in West London via a sale and partial leaseback.
Digital Realty agreed to acquire a majority stake in Teraco, Africa's leading carrier-neutral colocation provider, from a consortium of investors, including Berkshire Partners and Permira, as well as Medallion Data Centres in Nigeria.
In the Asia-Pacific region, 2021 transactions include:
Vantage Data Centers and lead investor DigitalBridge acquired Hong Kong-based PCCW and Agile Data Centers.
GLP acquired a 50% stake in Songjiang Internet Data Centre in Shanghai.
Digital Edge acquired five data centers in Japan for $230 million.
Equinix entered the India market through the acquisition of GPX India.
Already in 2022, APAC transactions include:
Equinix $525 million joint venture with GIC in South Korea.
Keppel Capital to close $1.1 billion data center fund.
Mitsui announced intention to invest $2.7 billion to develop data centers in Japan.
GLP announced plans to develop 900 MW of data centers across Tokyo and Osaka and totaling $12 billion.
In Latin America, 2021 transactions include:
Piemonte Holding acquired Globo’s Data Center in Rio de Janeiro.
Squared Capital acquired KIO Networks, a leading data center operator in Mexico.
Goldman Sachs Asset Management invested in Piemonte Holdings' Brazilian edge data center platform Elea Digital.
EllaLink and Equinix delivered the first undersea cable between Europe and Latin America.
In Latin America, 2022 transactions include:
Equinix opened a hyperscale facility in São Paulo and announced plans for two more in Mexico City and another in São Paulo.
Ascenty launched two data centers in Rio de Janeiro and Hortolândia.
DigitalBridge-owned Scala Data Centers began construction on two hyperscale data centers in Brazil, with one fully leased to a cloud provider.
Tencent Cloud launched its first Brazilian data center.
Ascenty plans to build its fourth data center in São Paulo.
Microsoft announced plans to establish a Chilean data center region.
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