|The Amazon Paradox|
"The more business move to online the more the value of brick and mortar"
Which Brick and mortar becomes more valuable?
The IT, cloud infrastructure that supports everything that carried out online, is housed inside a datacenter.
If you were an Asset Management Company -that used to manage shopping malls- you would be thinking harder on leveraging what you know to move into managing these brick and mortar assets that support on line business.
Not only that, you could propose build to suit.
Note that now big datacenters users' large enterprises and hyperscale businesses have "outgrown their existing colocation portfolio and are seeking economies of scale by simply building their own facility."
One of the most important but less-discussed aspects of a built-to-suit data center is the flexibility tenants have with how to run it. Assuming they’re working with a full-service data center developer and operator with the staff and expertise to handle any or every aspect of managing daily operations, tenants can choose to operate the facility themselves or hand it off to the operator so they can focus on their core competencies and other aspects of their business.
ELMAT: The Asset Management Company become a business like today's tower companies that owns and/or manage the infrastructure of mobile operators. Ex: Castle Crown, America Towers Corp. or SBA Communications Corp.
For tenants that opt to hand off operations of their data center, it’s important that they work with a developer/operator that will function as a true extension of their team.
That means working with a partner that will use the tenant’s internal processes and tools, communicates and collaborates using the same systems, and will follow their capital approval and legal processes as though they were part of the tenant’s business.
You see the investors would be chasing tenants to their datacenters, training people and concentrating on their business while assured that the nitty gritty is being taken care off.