Sachit Ahuja, Co-President of Tillman Global Holdings, discusses investment strategy across private towers, US fibre and global datacentres in 2025 and the outlook for 2026

Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for 2026, including the private tower market, a growing focus on US fibre, and global datacentre development.US tower market outlook for 2026 (0:46)Build-to-suit yields in the private tower market (4:10)Market shifts toward longer hold periods and patient capital (6:34)Expanding focus on fibre and open-access fibre (8:48)Entry into datacentres and defining edge assets (11:45)Energy transition as a standalone investment opportunity (14:07)