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Beyond Hyperscale: Middle East Conflict Clouds Rate Outlook and Budget Plans and Lending Opportunities

Digital infrastructure is rapidly emerging as a core real estate asset class for institutional lenders. Knight Frank’s latest analysis underscores the scale of opportunity — and the financing complexity in the UK data centre market.

Implications for Private Debt Markets

For mid-market private debt providers, the analysis from Knight Frank reinforces the importance of sector-specific underwriting. Generic approaches to real estate lending are increasingly inadequate in a market characterised by significant performance divergence between sub-sectors and geographies.

Turning Point Capital’s advisory model is built around this principle. Our Lender Intelligence platform and Debt Advisory services are designed to ensure that lending decisions are informed by the most current and granular market data available.

TPCA’s Strategic View

At Turning Point Capital, we integrate insights from leading research houses with our own proprietary lending data to deliver a differentiated advisory service. The trends identified by Knight Frank align with patterns we are observing through our day-to-day advisory work and our Lender Intelligence platform.

For lenders seeking to refine their market positioning or sponsors looking to optimise their capital structure, our team offers specialist guidance across private debt, equity solutions, and fund finance all underpinned by robust market intelligence.

Source

This commentary draws on research published by Knight Frank: Middle East Conflict Clouds Rate Outlook and Budget Plans. Turning Point Capital provides original analysis and does not reproduce third-party content. All views expressed are those of Turning Point Capital.

Want to discuss how these market trends affect your lending strategy? Contact our advisory team at marcus@tp.finance or visit our Debt Advisory page to learn more about our services.

Turning Point Capital Specialists in Mid-Market Private Debt, Equity Market Solutions, Fund Finance & Lender Intelligence.

Keywords: data centre financing UK, digital infrastructure lending, hyperscale data centre investment, colocation facility finance, technology real estate lending

Frequently Asked Questions

What does this article cover?

This article from Turning Point Capital analyses beyond hyperscale: middle east conflict clouds rate outlook and budget plans and lending opportunities, providing expert insights for commercial real estate finance professionals in the UK market.

Who is Turning Point Capital?

Turning Point Capital is a UK-based commercial real estate finance advisory firm that provides market intelligence, lender analysis, and bespoke financing solutions for property investors and developers.

How can I access more market insights?

Visit tp.finance for our full library of commercial real estate lending insights, market analysis reports, and lender intelligence portal.

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Charlotte Coates

Charlotte Coates

Charlotte is an RICS Chartered Surveyor specialising in real estate turnaround, active asset management, and complex loan advisory across all asset classes. She has asset-managed over £10bn of real estate and led property and loan sales in excess of £6bn across 10 jurisdictions, covering consensual, sub-performing, restructured, non-performing, and receivership transactions. Now a Partner at Turning Point Capital Advisory, Charlotte leads the lender-led advisory platform, delivering restructuring and sales support for portfolios and large single assets. She is known for her practical, solutions-driven approach to complex situations involving lending structures and performance challenges in an ever-changing market.

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Olympia Shabangu

Olympia Shabangu

Meet Olympia Shabangu, a seasoned professional specialising in capital markets and structured finance, currently serving as Director – Capital Markets at Amicorp Capital (DIFC) Ltd. In her role, Olympia offers comprehensive end-to-end structured finance and capital markets solutions, including advisory, agency services, fiduciary functions, arranging issuance, and listing of financial instruments.

Olympia attained her law degree from the University of the Witwatersrand and completed her articles at Blakes Maphanga Attorneys, gaining valuable legal experience that complements her expertise in financial services.
In addition to her professional commitments, Olympia has contributed writings on Medium, sharing insights and engaging with a broader audience on topics related to her field.

Through her extensive experience and strategic position at Amicorp Capital (DIFC) Ltd., Olympia continues to play a pivotal role in delivering innovative and compliant financial solutions, effectively navigating the complexities of the capital markets landscape.

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Jafar Hamid

Jafar Hamid is a seasoned financial professional specialising in wealth management and investment advisory services, with a focus on high-net-worth individuals and institutional clients. His expertise encompasses strategic asset allocation, risk management, and financial planning, aiming to optimize investment returns while mitigating risks.

 

In July 2009, Jafar joined HSBC Private Bank in London as Managing Director for Key Accounts. Prior to this, he led the key accounts desk in UBS’s South Asian team, where he honed his skills in managing complex client portfolios and delivering tailored financial solutions.

 

By December 2012, Jafar had transitioned to JP Morgan’s private bank, taking on the role of Executive Director. In this capacity, he focused on India-centric banking services, leveraging his deep understanding of the South Asian market to cater to the unique needs of his clients.

 

Throughout his career, Jafar has demonstrated a commitment to excellence and a client-centric approach, establishing himself as a trusted advisor in the financial industry. His extensive experience and strategic vision have contributed significantly to the growth and success of the institutions he has been part of.

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Ezekiela Alatiit

Ezekiela Alatiit leads communications at Turning Point Capital, bringing over seven years of sales and marketing experience within the investment space. Based in London, she specialises in strategic messaging, media relations, and brand positioning—key elements in elevating the firm’s presence in the market. Ezekiela has worked with leading institutions including Morgan Stanley, PGIM, and Natixis, and her approach blends clarity with commercial insight. She holds a degree from the University of Newcastle and is an active contributor to industry panels and publications. Ezekiela’s ability to connect with stakeholders and drive impactful narratives makes her a crucial part of the Turning Point team.

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Loredana Longo

As Head of Private Clients at Turning Point Capital, Loredana Longo oversees the firm’s relationships with high-net-worth individuals and families across Far East Asia, South America, and North America. With over ten years of experience and a degree in Economics and International Management from the University of Leeds, Loredana crafts tailored investment strategies with a deep understanding of cross-border wealth dynamics. She collaborates closely with legal, tax, and investment professionals to deliver integrated solutions. Fluent in multiple languages and recognised for her cultural awareness, Loredana is trusted for her discretion, empathy, and strategic perspective—making her a key driver of Turning Point Capital’s global private client offering.

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Marcus Emadi

Marcus Emadi is the Director of Turning Point Capital and a seasoned expert in real estate finance, with over a decade of experience across M&A, debt, and capital markets. Known for his strategic insight and execution, Marcus advises clients on complex transactions including equity raising, investment disposals, and bespoke finance structures. His background spans both advisory and principal investment roles, giving him a well-rounded perspective on deal structuring. With a vast network of institutional investors, developers, and operators, Marcus brings invaluable market knowledge to every engagement. He holds a First Class Honours Masters in International Business Management from the University of Manchester and is a Member of ARAD.

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Abdul Buhari OLY

Abdul Buhari serves as a Relationship Manager at Credit Suisse Private Bank, focusing on High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs). In this role, he provides tailored financial solutions, leveraging his expertise to manage and grow clients’ wealth effectively. Balancing his athletic career with his professional responsibilities, Abdul worked part-time in operations support at Credit Suisse while training for the 2012 Olympics. His unique background as an elite athlete has instilled in him a strong work ethic, discipline, and a commitment to excellence, qualities that he brings to his role in the financial industry.

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Farooq Hakim

Meet Farooq Hakim, a seasoned technology executive and Vice President for Strategic Accounts at Oracle Corporation, focusing on key clients across the Europe, Middle East, and Africa (EMEA) region. With over 30 years of experience in telecommunications and IT, he has held leadership roles in major organisations such as BT and Microsoft, driving digital transformation, cloud adoption, and technology innovation.

 

At Oracle, he leverages his deep expertise to help enterprises modernise their IT infrastructure, optimising cloud solutions for scalability, security, and operational efficiency. His extensive background in client and contract management (as COO & VP), technology innovation (as CIO & CTO), and business development (as Bid Director and Deal Architect) makes him a strategic leader in the field. He is also accredited in programme management (APM) and holds a TOGAF certification in enterprise architecture, further strengthening his ability to drive complex transformation projects.

 

Beyond his corporate responsibilities, Farooq has contributed to shaping enterprise IT strategies and advising organisations on emerging technologies, AI, and cloud computing. His track record of success in programme delivery, IT governance, and stakeholder management has earned him a reputation as a trusted leader in the technology sector.

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Meet Caspar Nixon, a strategic and results-driven corporate affairs leader, specialising in reputation strategy; building corporate trust; policy communications; crisis and issues management; and product & consumer PR – across technology, FMCG, retail, financial services and government sectors.

 

Over 12 years of experience advising senior leaders and managing external communications for high profile and complex organisations including: CommBank, Virgin Mobile, Toyota, Google, Coca-Cola, Diageo, Unilever UK, The Industry Trust, Facebook, Telefonica (O2 UK) and the National Health Service.

 

For the past seven years I have led Uber’s corporate and product communications in Europe, the Middle East, Africa, Australia and New Zealand.

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Victor Boys

Victor Boys

Victor Boys is a seasoned Chartered Surveyor (MRICS) with extensive experience in the real estate sector, most recently specialising in Purpose-Built Student Accommodation (PBSA) and the office schemes. His expertise spans overseeing commercial development, valuation, and strategic asset optimisation, ensuring maximum value and performance for investors and stakeholders.


With a strong background in property valuation across multiple asset classes, Victor provides accurate assessments for investment, financing, and strategic planning. His deep knowledge of PBSA and office markets allows him to deliver tailored insights that drive operational efficiency and enhance asset profitability.

 

Victor is also skilled in lease negotiations, tenant relations, and regulatory compliance, making him a trusted advisor in complex commercial real estate transactions. His ability to balance investment returns with tenant satisfaction ensures long-term stability and growth in the properties he manages.


Beyond his technical expertise, Victor is known for his leadership and mentorship within the surveying community. He remains actively engaged in industry trends and best practices, contributing to the professional development of his peers. His commitment to high standards and ethical practices continues to shape the evolving landscape of BTR, PBSA and office sectors across the UK.

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