SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM
Why this matters
Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.
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On the RET wire
- Disclosed industrial deal value tracked in August 2026: $6.2B across 39 reported transactions. All Industrial coverage →
Computed from Real Estate Trail’s own tracked coverage
- SK Telecom further restructures its AI infrastructure business to enhance expertise, accelerate decision-making, and enable focused investment ① Plans to establish a new company 'SK Horizon' by spinning off SK Broad…
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