KKR & Co. Inc. announced a $1.5 billion equity commitment to Global Technical Realty (GTR), a European built‑to‑suit data‑center platform, on January 7, 2026. Oak Hill Capital joined the partnership with a $400 million investment, bringing the total capital infusion to $1.9 billion for GTR’s expansion plans.
The deal is part of KKR’s Global Infrastructure Strategy, under which the firm has deployed roughly $34 billion across 24 digital‑infrastructure investments worldwide. The strategy focuses on high‑growth sectors such as data‑center and cloud infrastructure, and the GTR investment reinforces KKR’s commitment to building a diversified, recurring‑earnings portfolio that spans asset management, insurance, and strategic holdings.
GTR’s portfolio spans the United States, Asia‑Pacific, and Europe, and the new capital will fund greenfield projects and market expansion across Europe, where demand for AI‑ready, high‑density data‑center and cloud infrastructure is accelerating. The company’s CEO, Franek Sodzawiczny, described the investment as a “major inflection point” that will enable GTR to scale and enter new markets.
Andrew Peisch, a partner at KKR, emphasized that the European data‑center market is experiencing a surge in demand driven by AI workloads, which require power‑efficient, high‑density facilities. He noted that the partnership will allow KKR to capture a growing share of the cloud and AI infrastructure market while reinforcing its global infrastructure footprint.
KKR’s recent financial performance underscores its capacity to support such investments. In Q4 2024, the firm reported revenue of $3.26 billion and an adjusted EPS of $1.32. Q1 2025 revenue was $1.77 billion with an adjusted net income of $1.15 per share, and Q3 2025 EPS reached $1.41, all figures exceeding analyst expectations and reflecting strong fee‑related earnings and disciplined cost management.
Investors reacted with caution, focusing on valuation multiples and the broader market environment. The investment signals KKR’s confidence in the long‑term growth of AI‑driven data‑center demand and its strategy to deepen its presence in high‑growth digital infrastructure markets.
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