How is digital infrastructure ABS evolving and what can we learn from recent deals?

03 Sep 2026
Metro Connect Fall stage - Level 3
Metro Connect Fall

As more digital infrastructure assets mature into predictable, cash‑flowing assets, asset‑backed securitisation (ABS) has become a powerful financing tool to lower the cost of capital and unlock new sources of long‑term funding. As ABS becomes more established in digital infrastructure the nature of deals is evolving.

  • What has changed in the market to make fiber and data center infrastructure attractive for securitisation, and how are lenders and investors  assessing risk, duration and cash‑flow stability?
  • How is access to lower‑cost, longer term capital through ABS is influencing network expansion, M&A strategies and the ability to scale infrastructure more efficiently?
  • How are deal structures changing as ABS for digital infrastructure matures?
Chairperson
Kelly Mellecker
Kelly Mellecker, Partner - KIRKLAND & ELLIS