Given the role that digital infrastructure – data centres, fixed and wireless networks – plays, institutional investors now clearly recognise how critical these assets are. Investors view these assets as defensible given their high barriers to entry and long-term contracted revenue models which generate stable, predictable, inflation-protected cash flows over the long term.
According to industry estimates $600 billion will be invested in data infrastructure alone by 2035. The case for investment continues to strengthen through continually expanding technology developments, applications and use cases which require more of the ‘building blocks’ of the digital economy. AI models, tools and applications are catalysing demand for data centre expansion. 6G mobile technology will require greater network densification and fibre network expansion is being driven by government, enterprise and consumer demand for highly reliable gigabit speed connections.
Our global infrastructure practice has unparalleled expertise with over 200 dedicated infrastructure lawyers, including 50 partners. Our approach is sector-led involving specialist digital infrastructure industry knowledge combined with the preeminent transactional and specialist experience of our multi-disciplinary team. We provide market leading expertise and experience across the entire digital infrastructure value chain, advising on joint ventures, M&A and investments, infrastructure deployments, real estate transactions, funds, all forms of financing (including term loans, private placements, public bond issuances and platform financings) and major disputes.
Our extensive experience working with institutional investors, carriers, owners and operators, equipment vendors and lenders around the world gives us a unique understanding of the market. Our sector specialists support clients with opportunities spanning digital infrastructure, equipment, networks, applications services, spectrum, investment, implementation, use and monetisation, which translates into a deep understanding of the relationships, opportunities, risks and strategies involved in digital infrastructure investments space.
