EXPO REAL: Data, AI, Innovation & Investment Returns INSIGHT STAGE - Hall A1, Stand 132 - International Investors Lounge by Real Asset Media, EXPO Real, Munich | 15:00 - 15:50

The impact of artificial intelligence has made data centres a booming sector. Across Europe, data centres continue to expand and attract significant domestic and international capital. Data centres and digital infrastructure have moved decisively from niche alternatives to core institutional real estate and infrastructure assets.
Across Europe, accelerating cloud adoption, AI-driven compute demand, fibre densification and data sovereignty requirements accelerate infrastructure investment across the region and are reshaping capital allocation, development strategies and risk underwriting.
What are the drivers and what are the issues impacting the sector? How important is power availability? What about planning regimes and local opposition, as we have seen in the United States? What are the best location strategies? What about the occupiers’ perspective? Which are the best leasing structures? What returns can investors expect? What is hype vs reality? Where are the best opportunities for investors? As markets mature and secondary European hubs gaining traction, the discussion will focus on where capital is flowing, how risks are being priced, and what differentiates winning locations and platforms in an increasingly competitive and capital-intensive sector.
Come to this time-efficient briefing, hear market experts answer these and other questions and get to ask your own questions.
Registration is free, please book now to reserve your place. Please note that an entry ticket to EXPO Real is not included with the registration and that the content is available live in-person, as live stream on the web as well as on-demand online content afterwards.