Positioning digital infrastructure on the spectrum of return expectations, risk profiles and horizons

How and where LPs want to gain exposure to digital

How fluid are the boundaries between VC-type, PE-type and infrastructure-type investments?

Is Europe in need of more options regarding investment vehicles (along the lines of those in the US?)

What benefits could there be from consolidation plays, especially cross-border?

What does the debt landscape look for in 2022 for the very largest financial sponsors?

How responsive have bank lenders been to the capital requirements of ambitious operators?

What metrics matter most to lenders, and are they the right ones?

Which regulatory and market structures give rise to the most questions?

What lenders like to see in business plans, and what shareholder support helps move money

Are there natural points at which operators migrate to the capital markets?

Which data centre revenue streams have generally aligned with financing models? Have any underperformed?

How has the customer base for data operators (colocation, hyperscale, wholesale, telecom) evolved?

Has there been a profound shift in the investor base looking at European data centres? Is there room for greater convergence with US norms?

To what extent can consolidation and improved debt market terms continue to drive refinancing activity?