For Investors
Infrastructure Returns. Equipment Security.
Access the $15B+ data center construction market through equipment investment. Hard assets, strong counterparties, attractive yields.
$15.51B
US DC Construction Market (2026)
8.89% CAGR
$108B
PE Investment (2024)
3x YoY increase
80-120 wks
Equipment Lead Times
Driving rental demand
19.74%
EaaS Market CAGR
Lease model adoption
Investment Thesis
Why Equipment Investment Makes Sense
Asset-Backed Security
Equipment with identifiable residual value. Hard assets you can see, touch, and value.
Strong Utilization
Equipment scarcity driving high utilization rates. Data center construction demand remains robust.
Quality Counterparties
PE-backed developers and hyperscalers as lessees. Strong credit profiles.
Attractive Yields
Infrastructure-grade returns with equipment rental premiums from scarcity.
Market Timing
Why Now Is the Right Time
- Data center construction demand at all-time highs
- Equipment scarcity creating rental premium opportunity
- CapEx to OpEx shift accelerating (67% prefer lease)
- Hyperscaler investment: $300B committed for 2025
- Equipment lead times extending (80-120 weeks for transformers)
- Secondary market emerging for equipment access
Equipment Scarcity = Opportunity
The desperation for equipment has become so great that a secondary market has developed that buys and sells places in line with OEMs. This scarcity creates premium rental pricing opportunities.
274%
Transformer demand increase since 2019
7.5x
Power demand vs. supply gap (NoVA)
Partnership Structures
Investment Options
Equipment Ownership
8-12% target yield
Direct ownership of equipment assets with lease-back to rentd platform.
- Hard asset ownership
- Fixed lease payments
- Residual value upside
Sale-Leaseback
10-14% target yield
Purchase equipment and lease back to rentd. We manage, operate, and maintain.
- No operational burden
- Triple-net structure
- Predictable cash flows
Equipment Finance Line
6-8% fixed yield
Provide equipment financing facility. Asset-backed senior secured lending.
- Senior secured position
- Equipment collateral
- Lower risk profile
Risk Factors
- Equipment values may fluctuate based on market conditions and technology changes.
- Lessee default could impact lease payment streams; mitigated by strong counterparty credit.
- Data center construction demand subject to economic cycles and technology adoption rates.
- Past performance does not guarantee future results. All investments carry risk.
Interested in Equipment Investment?
Let's discuss how equipment investment can fit your portfolio. Our team will share detailed materials and answer your questions.