If you wanted to pick a big winner during the pandemic, data centres would have been an excellent choice. Volumes of data production and usage were already rising rapidly, and the pandemic only accelerated the need for storage for huge amounts of data.

During the past few months, investors, managers and consultants joined the virtual Editorial Advisory Board meetings for each of Institutional Real Estate, Inc’s regional publications, to discuss the most pressing issues facing the real estate investment industry.

Real assets investors are now “coming off double mute” to articulate their plans for 2021 and beyond. Opportunities are being driven by increased sector and market dispersion brought about by accelerating structural change, the ability to add value through active asset management and the cyclical recovery.