Industrial space, critical infrastructure and long-duration assets form the physical base of PSF capital allocation.
Core Focus
- Data-centre land, power and cooling conditions
- Industrial space and operating real estate
- Infrastructure assets underwritten by long-term contracts
- Cross-border real estate and infrastructure structures
Why PSF is here
AI compute has made real estate and infrastructure a decisive variable for the technology sector again. Land, power and cooling are frequently harder to secure than the chips themselves.