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nvestors are expected to expand their search for opportunities in 2025, with data centers remaining a prime alternative to more established real estate sectors. By 2027, global data center storage capacity is projected to reach 21 zettabytes, nearly doubling from current levels and underscoring the need for additional infrastructure.

    The market is poised for significant growth, with JLL forecasting that it will reach $317 billion by 2026, more than double its value in 2020. While the US currently dominates data center investment, Asia Pacific is gaining momentum, accounting for 24% of market share over the past five years.

    As investors seek to capitalize on this trend, data center M&A activity is expected to increase, with larger platforms becoming prime targets for consolidation or acquisition. Private equity firms are also likely to play a key role in driving real estate M&A, particularly in Asia Pacific where they can leverage large pools of capital from North American funds.

    Private equity's focus on building scale through M&A will continue to drive activity in sectors such as logistics and data centers. As investors seek to efficiently deploy capital at scale and achieve growth, we can expect to see sustained M&A activity in the region.