Sovereign Wealth Funds · medium ·
Sovereign wealth fund real estate shifts create a digital infrastructure vacuum
Sovereign Wealth Funds are increasingly reallocating capital away from conventional real estate towards digital infrastructure and AI-related assets. This strategic pivot is influenced by higher interest rates impacting traditional real estate valuations and the identification of AI and core-plus infrastructure as more compelling investment opportunities.
Part of the Financial Services Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.