Menlo Equities Furthers its Commitment to Data Centers with the Formation of Menlo Digital, a Dedicated Operating Platform Focused on Digital Infrastructure
Menlo Equities has announced the formation of Menlo Digital, a dedicated data center platform, marking a significant expansion in the digital infrastructure sector. The new platform builds on Menlo Equities' 30+ years of real estate investment experience and 25+ years in the data center sector.
Menlo Digital's portfolio includes 14 operational facilities and an extensive development pipeline across major U.S. markets. Key developments include 225 MW of capacity in Northern Virginia and Phoenix (2026 delivery), 350 MW across multiple sites (2027-2028 delivery), and a strategic partnership with NRG Energy (NYSE:NRG) enabling up to 400 MW development with potential to exceed 1 GW.
The platform is led by three veteran Menlo Equities partners: Kevin Kujawski (President/COO), Michael Johnston (CIO), and Jane Vaughan (CDO), supported by an experienced senior leadership team.
Menlo Equities ha annunciato la creazione di Menlo Digital, una piattaforma dedicata ai data center, segnando un'importante espansione nel settore delle infrastrutture digitali. La nuova piattaforma si basa su oltre 30 anni di esperienza di Menlo Equities negli investimenti immobiliari e pi霉 di 25 anni nel settore dei data center.
Il portafoglio di Menlo Digital comprende 14 strutture operative e un ampio pipeline di sviluppo in importanti mercati statunitensi. Tra i principali progetti vi sono 225 MW di capacit脿 in Northern Virginia e Phoenix (consegna prevista per il 2026), 350 MW distribuiti su pi霉 siti (consegna 2027-2028) e una partnership strategica con NRG Energy (NYSE:NRG) che consente uno sviluppo fino a 400 MW con potenzialit脿 superiori a 1 GW.
La piattaforma 猫 guidata da tre partner veterani di Menlo Equities: Kevin Kujawski (Presidente/COO), Michael Johnston (CIO) e Jane Vaughan (CDO), supportati da un team dirigente senior con esperienza consolidata.
Menlo Equities ha anunciado la creaci贸n de Menlo Digital, una plataforma dedicada a centros de datos, marcando una expansi贸n significativa en el sector de infraestructura digital. La nueva plataforma se basa en m谩s de 30 a帽os de experiencia de Menlo Equities en inversiones inmobiliarias y m谩s de 25 a帽os en el sector de centros de datos.
El portafolio de Menlo Digital incluye 14 instalaciones operativas y una amplia cartera de desarrollos en los principales mercados de EE. UU. Los proyectos clave incluyen 225 MW de capacidad en Northern Virginia y Phoenix (entrega en 2026), 350 MW en varios sitios (entrega 2027-2028), y una asociaci贸n estrat茅gica con NRG Energy (NYSE:NRG) que permite un desarrollo de hasta 400 MW con potencial para superar 1 GW.
La plataforma est谩 liderada por tres socios veteranos de Menlo Equities: Kevin Kujawski (Presidente/COO), Michael Johnston (CIO) y Jane Vaughan (CDO), apoyados por un equipo senior de liderazgo con amplia experiencia.
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Menlo Equities a annonc茅 la cr茅ation de Menlo Digital, une plateforme d茅di茅e aux centres de donn茅es, marquant une expansion significative dans le secteur des infrastructures num茅riques. Cette nouvelle plateforme s鈥檃ppuie sur plus de 30 ans d鈥檈xp茅rience de Menlo Equities dans l鈥檌nvestissement immobilier et plus de 25 ans dans le secteur des centres de donn茅es.
Le portefeuille de Menlo Digital comprend 14 installations op茅rationnelles ainsi qu鈥檜n vaste pipeline de d茅veloppement sur les principaux march茅s am茅ricains. Les projets cl茅s incluent 225 MW de capacit茅 en Virginie du Nord et 脿 Phoenix (livraison pr茅vue en 2026), 350 MW r茅partis sur plusieurs sites (livraison 2027-2028), ainsi qu鈥檜n partenariat strat茅gique avec NRG Energy (NYSE:NRG) permettant un d茅veloppement jusqu鈥櫭� 400 MW avec un potentiel d茅passant 1 GW.
La plateforme est dirig茅e par trois partenaires exp茅riment茅s de Menlo Equities : Kevin Kujawski (Pr茅sident/COO), Michael Johnston (CIO) et Jane Vaughan (CDO), soutenus par une 茅quipe de direction senior exp茅riment茅e.
Menlo Equities hat die Gr眉ndung von Menlo Digital bekannt gegeben, einer spezialisierten Plattform f眉r Rechenzentren, die eine bedeutende Erweiterung im Bereich der digitalen Infrastruktur darstellt. Die neue Plattform baut auf 眉ber 30 Jahren Erfahrung von Menlo Equities im Immobilieninvestment und mehr als 25 Jahren im Rechenzentrumssektor auf.
Das Portfolio von Menlo Digital umfasst 14 betriebsbereite Einrichtungen sowie eine umfangreiche Entwicklungspipeline in wichtigen US-M盲rkten. Zu den wichtigsten Projekten geh枚ren 225 MW Kapazit盲t in Nord-Virginia und Phoenix (Fertigstellung 2026), 350 MW an mehreren Standorten (Fertigstellung 2027-2028) sowie eine strategische Partnerschaft mit NRG Energy (NYSE:NRG), die eine Entwicklung von bis zu 400 MW erm枚glicht und das Potenzial hat, 1 GW zu 眉berschreiten.
Die Plattform wird von drei erfahrenen Menlo Equities Partnern geleitet: Kevin Kujawski (Pr盲sident/COO), Michael Johnston (CIO) und Jane Vaughan (CDO), unterst眉tzt von einem erfahrenen Senior Leadership Team.
- Strategic partnership with NRG Energy enabling development of up to 400 MW, potentially exceeding 1 GW
- Extensive development pipeline of 575 MW across major U.S. data center markets
- Established portfolio of 14 operational facilities in key markets
- Experienced leadership team with average 20+ years tenure
- Significant capital expenditure required for planned developments
- Entering highly competitive data center market with established players
Insights
NRG Energy's new partnership with Menlo Digital enables significant data center power capacity development, boosting NRG's strategic positioning in the AI-driven energy market.
This strategic partnership between NRG Energy and the newly formed Menlo Digital represents a significant advancement in NRG's data center power supply portfolio. The agreement enables development of up to 400 MW of power capacity initially, with potential to exceed 1 GW across future phases - representing substantial revenue potential for NRG in the high-demand data center power market.
The timing is particularly strategic as data center power demand is accelerating dramatically due to AI workloads. Each 1 MW of data center capacity typically generates $1-2 million in annual revenue for power providers, meaning this partnership could eventually represent hundreds of millions in recurring revenue opportunity for NRG.
This partnership aligns perfectly with the industry's power supply challenges - data centers face massive power constraints in key markets, while Menlo's operational presence in Northern Virginia, Silicon Valley, Phoenix, Dallas, Portland, Chicago, and Richmond puts NRG in position to capitalize on the most power-hungry markets. The hyperscale focus is especially valuable, as these customers have the strongest credit profiles and longest contract terms.
For NRG, this represents a significant competitive positioning improvement in the utilities space, as data center power supply agreements provide higher-margin, more predictable revenue streams than traditional utility services. With Menlo Digital's aggressive development timeline (delivering capacity in 2026-2028), NRG gains exposure to near-term growth in this critical infrastructure segment without bearing the full development risk.
Rick Holmstrom, Menlo Equities' Founder and Executive Chairman, noted, "We are in the midst of a secular change with the digitization of the economy and the ongoing adoption of cloud and AI technology. Menlo Equities has been an since the late 1990s, and we believe the opportunity in front of us warrants the creation of a dedicated platform with focused resources to service this fast-growing and rapidly evolving asset class." 聽聽
Since 1998, when Menlo Equities developed its first data center in
- 225 MW of capacity across hyperscale campuses in
Northern Virginia andPhoenix , delivering in 2026 - 350 MW in development across additional sites in
Northern Virginia ,Richmond , Silicon Valley andDallas delivering in 2027 and 2028 - A newly announced Energy, enabling development of up to 400 MW, with the potential to exceed 1聽GW across future phases
is led by three current Menlo Equities Partners, Kevin Kujawski, Michael Johnston, and Jane Vaughan, with an average tenure of over 20 years - bringing deep institutional knowledge, trusted industry relationships, and a proven ability to execute at scale:
Partner Group
- , Partner, President and Chief Operating Officer, leads operations and capital markets.
- , Partner and Chief Investment Officer, oversees the sourcing and acquisition of new investments, and overall portfolio and asset management.
- , Partner and Chief Development Officer, leads power procurement, entitlements, facility design and development.
Other Senior Leadership Team Members
- , Senior Vice President, manages technical design and infrastructure development and oversees critical facility operations. TJ joined Menlo Digital in 2025 and has over 15 years of experience in data center operations and facilities management, previously working at STACK Infrastructure, CoreSite, Amazon Web Services, and Digital AG真人官方ty. TJ has a long track record of working closely with tenants throughout the technical design and construction process through facility occupancy and stabilization.
- , Senior Vice President, manages hyperscale leasing strategy and execution across the portfolio. Chris joined Menlo Digital in 2025 after spending 14 years at Digital AG真人官方ty聽leading various sales and leasing groups where he was most recently responsible for hyperscale leasing for the
Americas . - , Senior Vice President, manages development projects from site acquisition to energization to completion of facility construction. Allison has been with Menlo Equities since 2023 and spent the previous 12 years leading development activities at Sand Hill Property Company managing projects that included complex entitlement and construction throughout the
San Francisco Bay Area .
Headquartered in
"With the launch of Menlo Digital, we are deepening our commitment to this asset class and positioning ourselves to deliver best-in-class facilities for a new era of digital growth. With our presence in the primary
About Menlo Equities
Menlo Equities is a vertically integrated commercial real estate investment and development firm headquartered in
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