Investment across the digital infrastructure value chain continues to rise, driven by the digitization of industries such ecommerce, analytics and storage. According to a new report published by Cambridge Associates, titled Investing in 21st Century Infrastructure: Benefiting from the Digital Revolution, these investments should increasingly be a priority for real asset investors.
“We consider that the sector’s strong tailwinds and resultant growth are sustainable, a view supported by the sector’s resilience since COVID-19,” stated the report. “The sector will continue to provide opportunities for investors across digital-focused real assets, particularly strategies that center on development of digital assets to mitigate rising valuations and target mid- to high-teens net returns.”
According to the report, data usage has doubled since 2015, and is forecasted to rise by around 400 percent to 170 zettabytes by 2025. These projections account for fut
