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?
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