Although interest and use of data centres have been growing for years, 2024 is arguably the year that these digital assets first entered the ASX conscience as a mainstream investment strategy.
With companies like Microsoft and Amazon investing heavily in data centres, it was only a matter of time before ASX investors would want to follow suit.
Investing in data centres is still a relatively new investment strategy. As such, it can be hard to know exactly how to get the best bang for your buck on the ASX.
So today, let's discuss how to pursue such a strategy.
The first, and arguably best, data centre investment on the ASX is Goodman Group. Goodman Group is a real estate investment trust (REIT) with a huge property portfolio. It invests in real estate assets ranging from industrial warehouses to logistical hubs.
However, one of Goodman's largest investments is its data centre portfolio. Goodman has been steadily growing this portfolio for many years now and today operates data centres in North America, Europe, Hong Kong, Japan, Australia, and New Zealand.
As it stands today, Goodman's global data centre powerbank stands at 5 gigawatts, with another 2.5 gigawatts "in advanced stages of procurement". Data centres now make up over 40% of Goodman's global workbook.
If you are looking for a quality data centre-based investment, it's hard to go past Goodman Group.
But Goodman isn't the only data centre play on the ASX. Investors also might want to consider a new kid in town.
It was only earlier this month that the DigiCo Infrastructure REIT hit the ASX boards in an IPO.
Digico is another REIT, but one that exclusively operates a data centre investing strategy.
As we covered earlier this month, Digico already owns three data centre properties in the United States and is on track to acquire another ten centres by the end of 2024.
Two of those centres are also in the United States, with the remaining eight spread across Australia. One of Digico's now-flagship projects is the $1.94 billion 'Global Switch Australia' centre in Sydney's CBD.
Digico's 13 properties will have 44 megawatts of installed IT capacity and 193 megawatts of future IT expansion capacity.
If you're after an investment strategy that solely focuses on data centres, it's hard to look past Digico.
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