Tight Supply and Growing Demand for Digital Infrastructure

Across North America, the data-center market has been exceptionally tight as digital demand accelerates.

• Vacancy is below 2%, one of the lowest levels on record
• Average quarterly leasing activity continues to exceed pre-2020 norms
• Limited power availability and site constraints have slowed new development, creating steady long-term need

These conditions highlight a critical gap: while demand for computing and storage continues to rise, public utilities and developers alone can’t build fast enough to meet it. That’s where private capital can play a vital role, helping finance new capacity, modernize power infrastructure and expand connectivity across growing digital corridors.

IIf you’re an RIA interested in how private infrastructure exposure may complement a diversified portfolio, let’s connect.

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