Fri, May 9, 10:03 AM (14 days ago)
### Abstract/Summary **Company Overview:** StratCap Digital Infrastructure REIT, Inc. (StratCap) is a Maryland-based REIT formed in April 2021. It focuses on acquiring and managing digital infrastructure assets, including data centers, cell towers, wireless easements, and fiber networks. The company is externally managed by StratCap Digital Infrastructure Advisors II, LLC, an affiliate of StratCap Investment Management, LLC. **Financial Performance:** - **Revenue:** For the year ended December 31, 2024, StratCap reported total real estate rental revenue of $4,037,635, consisting of $1,385,176 from cell towers and $2,652,459 from data centers. - **Net Income:** The company reported a net loss attributable to stockholders of approximately $9,711,882 for the year ended December 31, 2024, with an accumulated deficit of $21,658,531. - **Operating Expenses:** Total property operating expenses were $656,699, including $344,752 for cell towers and $311,947 for data centers. - **Earnings per Share:** Not explicitly stated, but the company's financial performance indicates significant losses. - **Net Asset Value (NAV):** As of December 31, 2024, the total NAV was $123,775,274, with NAV per share ranging from $10.2133 to $10.3327 depending on the share class. **Strategic Overview:** StratCap aims to acquire and manage a diversified portfolio of digital infrastructure assets, focusing on data centers, cell towers, wireless easements, and fiber networks. The company seeks to preserve and protect investor capital, provide attractive risk-adjusted returns, and realize growth in the value of investments over time. **Future Outlook:** StratCap plans to continue acquiring digital infrastructure assets and expanding its portfolio. The company is focused on maintaining liquidity and managing its debt levels to support growth and distributions to stockholders. However, the company faces significant risks, including market volatility, regulatory changes, and competition. **Risk Factors:** - **Market Position Changes:** StratCap faces competition from other REITs and real estate operating companies, which may affect its ability to acquire properties and maintain tenant occupancy. - **Financial Condition:** The company's financial condition is impacted by its ability to generate cash flow from operations and manage its debt levels. As of December 31, 2024, StratCap had a total liquidity of $8,177,642, including $2,512,642 in cash and cash equivalents. - **Market Position Changes:** The company's market position is influenced by its ability to acquire and manage digital infrastructure assets effectively. StratCap's portfolio includes 39 cell towers and two data centers as of December 31, 2024. **Conclusion:** StratCap Digital Infrastructure REIT, Inc. is a newly formed REIT with a focus on digital infrastructure assets. The company has reported significant losses and faces various risks, including market volatility and competition. However, it aims to expand its portfolio and maintain liquidity to support growth and distributions to stockholders. Investors should carefully consider the company's financial performance and risk factors before making investment decisions.