Real Estate Capital USA: Patrick Wilson – Data Centers, Barriers to Entry and Artificial Intelligence

December 2023

Portfolio Manager, Patrick Wilson, joined Real Estate Capital USA to discuss surging interest among commercial real estate investors and lenders in the data center market. He explains that while transaction volumes within the sector have seen a significant increase, barriers to entry still exist due to geographic and power constraints, alongside the specialized nature of these facilities’ operations. Patrick highlights how these limitations have prompted the exploration of secondary and tertiary markets and notes the evolving impact of artificial intelligence upon the sector, projecting continued growth heading into 2024.