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1 articles summarized · Last updated: LATEST

Last updated: April 30, 2026, 2:30 AM ET

Infrastructure & Real Assets

The decade-long wait for dedicated infrastructure plays in digital real estate appears over, as Blackstone's IPO of a data centre stableco may precipitate a new wave of yieldcos. This move suggests institutional capital is now comfortable valuing these assets based on long-term contracted cash flows, mirroring the structure seen in mature renewable energy portfolios from ten years prior.