Typical situation no. 29
An infrastructure fund owns three regional sites leased to hosting providers and enterprises. The leases expire between 2028 and 2031. With the rise of AI and high densities, the fund is weighing whether to invest, sell or wait.
WHAT IS BLOCKING
- Sites designed for 5 kW per rack may become hard to re-let if the local market shifts.
- Available power, cooling and structure limit densification.
- The fund must decide before the next valuation of its portfolio.
WHAT WE DO
- Technical audit of each site: power, cooling, structure, equipment condition, spare capacity.
- Assessment of each site's ability to accommodate higher densities.
- Estimate of the required works and their cost.
- Recommendation per site: keep as is, upgrade, or sell.
WHAT YOU GET
- A sheet per site with a technical durability score.
- A costed investment plan.
- A summary for the investment committee.
Typical format: Portfolio audit, four to six weeks depending on the number of sites. Every assignment is scoped in writing before it starts.
THE EXPERT FOR THIS
Typical situation, based on real enquiries and anonymised. Figures are illustrative.
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