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.

• Tillman’s outlook for the US tower market in 2026 – 0:46

• Build-to-suit yields in the private tower market – 4:10

• Market changes and reactions to increased hold periods and patient capital – 6:34

• The growing focus on fibre and open-access fibre in TGH’s portfolio – 8:48

• Expansion into the datacentre space and defining edge assets – 11:45

• 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.