
Data Centers vs. Core Real Estate: A Comparative Analysis
Core real estate traditionally refers to stabilized, income-producing properties in prime locations. These assets include office towers in central business districts, high-quality retail centers, multifamily housing in major cities, and logistics warehouses with long-term tenants. Investors value core real estate for its predictable cash flows, lower risk profile, and strong correlation with economic growth and urbanization.Digital infrastructure, by contrast, encompasses assets that enable the storage, transmission, and processing of data. This category includes data centers, fiber networks, cell towers, small cells, and subsea cables. These assets underpin cloud computing, streaming, e-commerce, artificial intelligence, and enterprise IT. While once considered niche…


