DGT - DigiCo Infrastructure REIT

• Own: ownership of data centres properties with Core and Shell contracting structures, leased predominantly to Hyperscale Customers and Enterprise Customers;
• Operate: ownership, operation and management of Co-location data centre properties; and
• Develop: greenfield and brownfield development of new data centre properties across different business models.

• a premier Co-location Data Centre located in the densely connected Sydney CBD, with a well diversified, global tenant base and with Contracted IT Capacity of 20MW;
• a brand new turnkey data centre in a tier 1 North American market leased to a leading global Hyperscale Customer with Contracted IT Capacity of 32MW;
• two highly strategic Enterprise Data Centres with combined Contracted IT Capacity of 12MW leased to a high investment grade North American financial institution;
• a diversified portfolio of six Australian Co-location Data Centres with Contracted IT Capacity of 3.2MW;
• a development site in Brisbane estimated to deliver approximately 20MW of capacity expected to complete construction in 2027; and
• two development assets in North America supporting a 72MW Hyperscale Data Centre expected to commence construction in 2025.

Garpal Gumnut said:

@Dona Ferentes This is quite a complicated little beast with more ifs than butts.

gg

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DigiCo’s exposure to the big US market was a key positive, but its platform was “very minute” compared with giants such as Digital Realty and Equinix.

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...A big platform was needed to service the needs of the big hyperscalers, which did not want to partner with multiple landlords.

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“DigiCo was priced on similar earnings multiples to Digital Realty and Equinix without the portfolio,” he said. “Data centres is a theme which gets everyone excited. Our view is you have got to play big and play in the hyperscale space,”

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Dona Ferentes said:

hard to call this $5.00 IPO a success

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