The Investment Case for Digital Infrastructure: Finding Opportunities Amid Rapid Technological Change

Not long ago, digital infrastructure was considered a niche and very specialised asset class. But as the world continues to become increasingly digital and infrastructure needs increase, the asset class is becoming a staple in diversified infrastructure portfolios.

In this Infrastructure Insight, we set the scene for why digitalisation is one of four key megatrends PATRIZIA Infrastructure has identified for prospective infrastructure investment. We identify opportunities for infrastructure investors within the digital infrastructure asset class over the short and medium term, and through a variety of case studies, we illustrate that several of PATRIZIA Infrastructure’s investments and fund initiatives are directly aligned with this rapidly evolving megatrend.