Investment Grade
Data Center Net Lease
Data center net lease real estate coverage: hyperscaler credit tenants, power-constrained site economics, fusion and nuclear PPAs, long-duration leases, and 1031 and DST opportunities in AI infrastructure real estate.
-
Fusion Energy and the Next Era of Data Center Real Estate
20th April 2026 | by the Investment Grade Team
Fusion PPAs from Microsoft, Google, and Meta are reshaping hyperscaler data center real estate. A pillar analysis of credit tenancy, site selection, lease structure, and 1031 and DST opportunities for CRE investors from 2026 through 2030.
Investment Grade | Investment Grade Real Estate | Investment Grade Capital | Investment Grade Ratings