Blackstone Sold the Servers, But Kept the Thesis
The market bounced, but the real money story is institutional capital rotating into data centers, building materials, real estate platforms, and anything that controls the bottlenecks behind AI infrastructure.
Blackstone’s data center sale is the real headline today. Digital Realty agreed to buy Blackstone’s interest in three Northern Virginia hyperscale data centers in a transaction valuing the assets at $7.8B, giving the market a live marker for how institutional capital values leased, power-backed digital infrastructure. Today’s episode also breaks down Martin Marietta’s $13.5B Lhoist deal, Bridgepoint’s $1.4B Kayne Anderson Real Estate acquisition, mortgage rates in the mid-6s, CRE negative leverage, stablecoin deposit risk, Opportunity Zone planning, and the hot sales question every capital advisor should ask this week. GRO GROUP is actively looking to place $5B of equity financing in 2026, including up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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GRO GROUP Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.
Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy.
CA DRE 01908507 CEO and Broker of Record, Grobecker Holland International, Inc., CA DRE 01976696
GRO MONEY Podcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates, including GRO GROUP, and their principals may hold positions or have business relationships related to companies or assets discussed.
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