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Sunday, October 4, 2026The Morning Brief →Sign in
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TD Greystone Infrastructure

In PWD coverage since September 10, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 7, 26Deal announcedLiberty Global · VodafoneZiggo · L&G · DigitalBridge · $778M — coverage
PWD coverage
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The data-center capital stack now prices one tenant

A 16.2x tower multiple and a $1 billion unnamed hyperscaler contract show the market only finances named offtakers.
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