Stafford Infrastructure Diary: Digital infrastructure – a secondary opportunity?
In this newest edition of our diaries, we will discuss some of the opportunities and challenges which investors in the digital infrastructure sector may face.
We will illustrate the variety of risk-return profiles within the digital infrastructure sector and within its subsectors, and consider a risk assessment with the help of two specific investment opportunities, suggesting that investors need to be wary of the risk they assume and compensation they request.
Lastly, we will discuss the opportunity for secondary investors who will have increasing access to the sector in a manner possibly more suitable for core and core-plus infrastructure strategies.