Key Takeaways
- • National Real Estate Advisors is advancing significant data center capacity expansion through its Data Center investment platform, co-managed by TJ Hofheimer and Ben Kanne, with active construction underway at multiple campus locations including a 120MW+ facility in Umatilla, Oregon and Building B at an Austin, Texas campus in partnership with Sabey Data Centers.
- • The firm is addressing hyperscale tenant demand by integrating environmental, social, and governance (ESG) considerations into data center design, including water efficiency improvements that reduce consumption compared to legacy facilities.
- • National Real Estate Advisors operates with a 25-year track record in data center real estate and leverages existing owned land platforms with significant expansion capacity to meet accelerating demand from the sector's technological evolution.
- • The strategy focuses on multi-tenant data center campuses designed to support the infrastructure needs of technology and cloud computing operators, with construction activity indicating active capital deployment in the sector.
Summary
National Real Estate Advisors is positioning itself as a key investor in the next wave of data center capacity expansion, with TJ Hofheimer and Ben Kanne serving as co-portfolio managers of the firm's dedicated Data Center investment platform. The company is actively executing on multiple development projects that underscore institutional demand for enterprise-grade data center infrastructure.
Construction is underway on several flagship projects, including a 120-megawatt-plus multi-tenant data center campus in Umatilla, Oregon, encompassing approximately 714,540 square feet of developed space, and Building B at the firm's Austin, Texas data center campus, developed in partnership with Sabey Data Centers. These projects reflect National Real Estate Advisors' strategy of leveraging owned land platforms with significant built-in expansion capacity to capitalize on growing hyperscale tenant requirements.
A central element of National's competitive positioning is its integration of ESG principles into data center design and operations. According to Hofheimer's commentary on industry trends, new facilities are being engineered to consume relatively modest amounts of water compared to legacy data center infrastructure, addressing both operational efficiency and environmental considerations that increasingly influence tenant decision-making. This approach aligns with the preferences of major technology and cloud computing operators evaluating long-term infrastructure partnerships.
The firm's strategy is grounded in 25 years of institutional experience in data center real estate, positioning it to navigate the technological evolution of the sector and the corresponding infrastructure requirements. By maintaining a focus on multi-tenant campus-style developments with expansion optionality on existing owned parcels, National Real Estate Advisors aims to provide investors and tenants with capital-efficient, scalable solutions to meet the accelerating demand for computing infrastructure across enterprise and hyperscale segments.
Construction is underway on several flagship projects, including a 120-megawatt-plus multi-tenant data center campus in Umatilla, Oregon, encompassing approximately 714,540 square feet of developed space, and Building B at the firm's Austin, Texas data center campus, developed in partnership with Sabey Data Centers. These projects reflect National Real Estate Advisors' strategy of leveraging owned land platforms with significant built-in expansion capacity to capitalize on growing hyperscale tenant requirements.
A central element of National's competitive positioning is its integration of ESG principles into data center design and operations. According to Hofheimer's commentary on industry trends, new facilities are being engineered to consume relatively modest amounts of water compared to legacy data center infrastructure, addressing both operational efficiency and environmental considerations that increasingly influence tenant decision-making. This approach aligns with the preferences of major technology and cloud computing operators evaluating long-term infrastructure partnerships.
The firm's strategy is grounded in 25 years of institutional experience in data center real estate, positioning it to navigate the technological evolution of the sector and the corresponding infrastructure requirements. By maintaining a focus on multi-tenant campus-style developments with expansion optionality on existing owned parcels, National Real Estate Advisors aims to provide investors and tenants with capital-efficient, scalable solutions to meet the accelerating demand for computing infrastructure across enterprise and hyperscale segments.
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