Alexander Shaw

Managing Director Capitum Connect

Alexander Shaw is the Founder of Capitum Connect, a firm specialising in connecting real estate and alternative asset opportunities with institutional capital, family offices and private investors. He works with developers, operators and asset owners across the UK, Europe, the US and the Middle East, supporting capital raising, strategic partnerships and complex transactions across asset classes. With an extensive network, Alexander's work sits at the intersection of real estate and private capital, with a focus on unlocking value through the right partnerships.

Day 1 | 3rd November

9:20 AM Panel: Choosing the right investment route: How investors and operators can assess risk and return across operating assets, powered land, platform strategies and the wider data centre ecosystem

Investing in data centres does not always mean owning the buildings. This session maps the main routes into the sector, from powered land and development to stabilised operating assets, platform strategies, debt and GPU financing, and the different risks each carries, from permitting and construction delivery through to contract renewals once a site is live.

Explore whether investors are being properly compensated for each layer of risk, how due diligence differs across hyperscale, enterprise colocation and AI-focused assets, and how tenant credit is being assessed as neoclouds take a growing share of demand.

2:20 PM Panel interactive: Neocloud demand and new tenant risk: How can you assess the strength and longevity of new counterparties and align with their needs?

Investment opportunities are emerging in smaller neocloud platforms, with growth projections accelerating rapidly over the next few years. Funding costs for these tenants have risen sharply, and investors are now drawing a much clearer line between leases backed by investment-grade hyperscalers and leases with newer, more leveraged AI tenants. This session will look at how operators and capital providers are telling durable neocloud demand apart from fragile demand. It will cover the contract protections and security structures lenders now expect, and how facilities can be designed so that capacity can be re-let if a tenant fails.

It will also cover what shorter hardware cycles mean for upgrade costs and long-term tenant stability.