Agenda - Day One: 10/28 | Data Centers West

Showing 1 of 1 Streams

Track A

10:55am - 11:40am

Critical Lease Structures, End User Control & Operational Insights for Data Center PE Portfolio Owners

Is your lease financeable, and if financeable does it contain terms that adversely affect your interest?
Yield on cost/powered shell deals: What’s appropriate to be included in costs?
Purchase options and tenant transfers: When can they be exercised and at what price?
Landlord guaranties: what’s being guaranteed and what is the necessary credit for that landlord guarantor?
Powered shell vs. turnkey landlord vs. NNN leases and their cap X and operational responsibility
Force majeure: SLAs, equipment and power procurement delays
In colocation leases are you seeing any free rent?
Service level agreements vs. controlling things out of control
New, untraditional tenants like GPU, high-performance computing and quantum computing as a service, AI model training specialists and edge infrastructure providers
New technical, infrastructure, operational, risk management and compliance factors to consider in this market

Showing 1 of 1 Streams

Track A

11:40am - 12:25pm

Key Valuation Metrics & Benchmarks For The Individual Property, Company & Deal

What are your favorite valuation metrics, asset-specific factors and market-driven valuation elements?
Do you expect multiples to remain high?
Valuing properties that are future proofed for higher density servers and other critical developments
Colo vs. hyperscale
Lease term and lessee evaluation
Impact of rising cost of insurance
Does sustainability impact valuation?
How are all the mega data centers impacting smaller centers’ valuation?
JV vs. property vs. company valuation
Where will value be in ’26?

John Day - Chief Commercial Officer, CleanArc Data Centers
Chris Moon - Managing Director, Digital Bridge
Usman Arshad - VP of Finance, HostDime
Brett Strohlein - Mission Critical Market & Preconstruction Lead, Rosedin
Abraham Tieh - Director of National Commercial Property Tax, O'Connor & Associates

Showing 1 of 1 Streams

Track A

12:25pm - 1:10pm

Power Generation: Build vs. Buy, Behind the Meter Power Generation + Power Procurement Strategies

Getting a major utility to help back your off-the-grid project… Anatomy of a strategic alliance, partnership or joint venture between data center operators and electric utilities
When is on campus the best choice? Which BYOP strategies are you favoring, is it a bridge/backup or prime/permanent approach?
Evaluating your mix of generators, batteries and renewable sources for more than just warming coffee pots: What should be the mix? Clean energy practicality and dissecting the greenwashing
What are your options if you can’t get adequate power delivered before tenant termination rights come up? Can force majeure apply?
Looking at Tier 1 market challenges
Examining local power market changes
Powering AI vs. traditional data centers
Grid/off-grid combination approaches
Integrating load management: How far can software or other optimization techniques get you?
Nuclear power beyond the 3-mile hype
Timeline for getting transformers and substations

Dipul Patel - Chief Technology Officer, Soluna
Dillon Zahler - Principal & Co-Founder, Colossus Data Center Advisors
Erik Brumbaugh - Sr. Business Development Manager, INNIO Group
Lee Ye - VP, Data Center Power Procurement, Prologis
Allison Koo - Senior Vice President, Development & Construction, Menlo Digital

Day One: 10/28Tuesday, October 28, 2025 - PST