First principles infrastructure to connect the digital economy

We research, invest in, and hold digital infrastructure that powers AI, cloud, and mobile — creating resilient, long-term value for investors.

Research

We track global data demand to inform the strategic decisions for tenants, operators and investors

Investment

We structure equity and debt for seasoned operators delivering build-to-suit digital infrastructure

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Holdings

We invest in digital land and leases secured by long-term, CPI-linked agreements with leading technology infrastructure companies