Data Center REIT Pioneer to Digital Infrastructure Leader: Hossein Fateh on 25 Years Leadership Role скачать в хорошем качестве

Data Center REIT Pioneer to Digital Infrastructure Leader: Hossein Fateh on 25 Years Leadership Role

In our first episode of Season 2 of the Real Estate Forum Podcast, host Raphael Sidelsky sits down with Hossein Fateh, Founder and CEO of CloudHQ and Cloud Capital, to explore the evolution of the data center industry and why it has become one of the most durable and strategically important asset classes in real estate. Hossein shares his journey from navigating real estate bankruptcies during the dot-com crash to co-founding and taking public an early data center REIT and ultimately building a global data center platform. He breaks down the fundamentals of powered land, long-term tenant relationships, and development yields, while addressing AI-driven demand, infrastructure constraints, financing innovation, and the myths around data center obsolescence. The conversation offers an inside look at the capital markets, operational discipline, and long-term thinking required to build and sustain digital infrastructure at global scale. 00:00 – Introduction 00:35 – Guest Introduction 01:33 – Early Career and Lessons 02:00 – Building CloudHQ 06:10 – DuPont Fabros Technology 14:58 – CloudHQ and Cloud Capital Today 20:28 – Infrastructure Demand Shifts 26:35 – Community and Environmental Concerns 31:59 – Economic Metrics and Underwriting 40:33 – Global Expansion and Risk Management 42:21 – Long-term Ownership and Exit Strategies 46:46 – Technological Advancements and Obsolescence 56:31 – Future of CloudHQ and Cloud Capital 61:58 – Closing Thoughts and Recommendations