KKR invests $1.5B in European data centers, acquires Arctos at $1B valuation
KKR committed an additional $1.5B equity investment in European data center platform Global Technical Realty, alongside Oak Hill Capital’s $400M contribution, funding expansion pipelines and new AI-ready greenfield projects across Europe. The firm also agreed to acquire sports-focused private equity firm Arctos Partners at a roughly $1B valuation.
1. Major Data Center Expansion Investment
KKR announced an additional $1.5 billion equity investment in Global Technical Realty (GTR), its European data center platform, bringing total committed capital to over $3.2 billion. Oak Hill Capital joined as a new investor with a $400 million contribution. The funds will accelerate GTR’s expansion pipeline, backing five new greenfield projects across Germany, the Netherlands and France and enhancing capacity to meet surging AI-ready data center demand. KKR estimates the new developments will add approximately 400 megawatts of capacity by 2028 and improve GTR’s total addressable market to more than €5 billion.
2. Strategic Sports Investment Acquisition
In a move to broaden its alternative asset offerings, KKR agreed to acquire Arctos Partners at a valuation of about $1 billion, according to Bloomberg News. Arctos Partners specializes in sports franchise transactions and athlete-focused investments. The acquisition expands KKR’s presence in the sports and entertainment sector, adding a portfolio that includes minority stakes in three major league teams and a roster of athlete brand partnerships. KKR expects this deal to generate double-digit internal rates of return over the next five years through revenue sharing and licensing agreements.
3. Growth Capital and Real Estate Moves
During the quarter, KKR deployed $220 million in growth capital to Premialab, a European biotech software company developing AI-driven drug discovery platforms. This investment supports Premialab’s planned expansion into North American markets, targeting licensing deals with at least four major pharmaceutical firms by 2027. Separately, KKR completed a $220 million acquisition of two data center–anchored logistics properties in Incheon, South Korea, totaling 150,000 square meters. These assets are expected to deliver a stabilized yield of approximately 7% and bolster KKR’s real assets portfolio in the Asia-Pacific region.
4. Fourth Quarter 2025 Results Announcement
KKR & Co. Inc. will release its fourth quarter 2025 financial results on Thursday, February 5, 2026, before the New York Stock Exchange opens. A conference call to review the results is scheduled for 9:00 a.m. ET the same day, accessible via toll-free dial-in numbers in the U.S. and internationally, with a live webcast available on KKR’s Investor Center. A replay of the broadcast will be posted on the company website within one hour of the call’s conclusion. Investors will be looking for trends in fee-related earnings, private equity realizations and net inflows across credit and real assets strategies.