Digital Infra Leaders Panel: Where will risk coalesce and returns emerge in 2027?
- Across datacentres, fibre, towers & emerging adjacencies, where are investors seeing the strongest risk-adjusted returns? And where is capital becoming harder to justify?
- How are EBITDA multiples diverging within distinct asset classes? And why?
- Which business models can still attract investment ahead of cashflow?
- Where will risk concentrate? And which asset classes and geographies look most exposed?
- How are equity process being delayed or derailed by debt processes?
- How are investors adapting to longer hold periods and more limited exit routes?
- Where are the best returns likely to come from over the next 12-24 months?
- Which deal structures are we saying goodbye to? And which will we be seeing more of in the next 12 months?
- Which market development would most materially change investment conviction in 2027?
Moderator
