SitusAMC PHD Take with Peter Muoio on Data Centers

Data centers are rapidly moving into the CRE mainstream, fueled by accelerating demand for AI and cloud computing. As investor appetite grows and capital flows into the sector reach record levels, strong fundamentals continue to support momentum. But with rapid expansion comes a new set of risks, from power constraints and community opposition to evolving technology and financing challenges. In our latest quarterly PHD Take, SitusAMC's Peter Muoio examines the forces driving data center investment, the fundamentals supporting growth, and the potential risks investors should be watching.