Digital Infrastructure News
What Is Digital Infrastructure?
We discuss precisely why Digital Infrastructure is "Real Estate 2.0" and how it will re-shape the future of real estate as we know it.
Cellular towers are critical for the 5G network to function properly - but who owns them? We compare American Tower, Crown Castle, and SBA Communications.
Whether a datacenter or data center, the data center stocks, REITs and operations are becoming more prevalent, including a new data center ETF market.
Dark Fiber and Enterprise Fiber providers enable the connectivity for internet traffic globally, connecting networks of towers, data centers, and offices.
Fiber broadband is bringing consumers gigabit internet speeds to their home, making it a formidable competitor to cable broadband.
Small Cells and Distributed Antenna Systems (DAS) networks are being deployed across the U.S. to augment towers. What are they? What do they do?
Digital Infrastructure News (cont'd)
Quarterly Updates - Q1 2021
American Tower announced Q1 2021 earnings, updated on organic tenant billings growth by region including its 2021 outlook, and gave details on its M&A.
Cellnex announced its Q1 2021 earnings, updates on leasing wins for its towers, its short- and medium-term outlook to 2025, and growth through acquisitions.
Equinix announced Q1 2021 earnings, provided updates on its data center development plan, including xScale joint venture, and its full-year 2021 guidance.
Digital Realty announced Q1 2021 earnings and updated on its data center leasing activity noting Asia-Pacific, M&A transactions, and development pipeline.
Mergers & Acquisitions - Key Transactions
Cologix, backed by Stonepeak Infrastructure, is investing in two new data centers in Canada, expanding in Vancouver, via acquisition from Zayo and Toronto.
American Tower announced that Allianz Capital Partners and Allianz European Infrastructure Fund will acquire 10% of ATC Europe for €530m to fund Telxius.
QTS Realty Trust (NYSE: QTS), a data center operator, agreed to be acquired by Blackstone Infrastructure Partners, Blackstone Real Estate Income Trust.
SBA Communications announced it is acquiring 1.4k towers in Tanzania from Airtel Tanzania, a subsidiary of Airtel Africa, for a purchase price of $175m.
Retelit, an Italian wholesale fiber provider, announced that Asterion Industrial Partners, through Marbles S.p.A., is offering to take-private the company.
Mapletree Industrial Trust is acquiring 29 data centers across the United States from Sila Realty Trust, formerly Carter Validus, for $1.3bn USD (S$1.8bn).