Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for 2026, including the private tower market, a growing focus on US fibre, and global datacentre development.
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Tillman’s outlook for the US tower market in 2026 – 0:46
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Build-to-suit yields in the private tower market – 4:10
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Market changes and reactions to increased hold periods and patient capital – 6:34
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The growing focus on fibre and open-access fibre in TGH’s portfolio – 8:48
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Expansion into the datacentre space and defining edge assets – 11:45
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Energy transition as a standalone investment opportunity – 14:00
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About Sachit Ahuja
Ahuja is co-president for Tillman Global Holdings, an owner-operator of digital and energy infrastructure businesses.
He is responsible for capital allocation, strategy, and mergers and acquisitions for TGH, and has been with the company since 2015.
