DCT Realty Data Center & Technology Real Estate



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DCT Realty Data Center & Technology Real Estate European Data Centers Forum on Financing, Investing & Real Estate Development April 24-25 - London, UK

Brazilian Data Centers: Total availability of the Country: 157.510 m² (39 acres) 27 Data Center greather than 1.000 m² (10,794 ft²) 142,581 m² (35 acres) of constructed area. Belo Horizonte 9.1% Rio de Janeiro 12.7% São Paulo 43.9% Barueri 30.1% Campinas 0.8% Others 4.2%

American Companies (Equinix, Global Crossing, HP, IBM, Terremark): 9 Datacenters 46,815 m² (12 acres) 31.3% of total raised floor area available

British Companies British Telecom: 5 Datacenters 1,910 m² (0.47 acres) 1.3% of total raised floor area available

www.afire.org. Foreign R.E. Investors: Buying but Seeking Improved Fundamentals and FIRPTA Reform Globally, Brazil Soars; Interest in European Countries Softens January 2, 2012, 6:00 AM Kathryn Hamilton

www.afire.org. Foreign R.E. Investors: Buying but Seeking Improved Fundamentals and FIRPTA Reform Globally, Brazil Soars; Interest in European Countries Softens January 2, 2012, 6:00 AM Kathryn Hamilton

4 Technologies that will change IT World Source: Gartner Group Apr, 3rd, 2012 Social Media: Integrated to the BI & Colaborative strategies Mobility: Byod (Bring your own device) Cloud Computing: same impact that outsourcing 20 years ago Big Data: Structured Data are useless.

Internet Users

T1R Insight: Brazil's datacenter market poised for rapid growth Jeff Paschke www.t1r.com/client/view.php?rid=70348 15 Dec 2011 DCT Realty - a potential partner? T1R has started researching the Brazilian datacenter market in more detail in preparation for a report next year and in our research we discovered DCT Realty, a company that T1R thinks would make for a possible partner for providers looking to enter the Brazilian market. DCT Realty has been involved in several datacenter projects for companies in Brazil, including Vivo, Locaweb, Universo Online and Grupo Santander. It turns out that DCT Realty has scouted out many potential datacenter locations in Brazil that have sufficient power and fiber connectivity and also have other attributes such as access to water and some locations with incentives, which has resulted in other companies turning to DCT Realty for property to build datacenters. DCT Realty is also flexible and is looking to follow a wholesale model by also offering build-to-suit datacenters as well as total or partial leases via a powered shell or turnkey model.

Panel Discussion Points Assessing: Local Demand Drivers, Supply & Build Metrics for Site Selection of Primary & Secondary Markets: Evaluating Tax, Power & Other Costs/ Incentives and How Much are they Worth Are some markets starting to show excess capacity? What markets are as tight as a drum? Impact of interconnection Where are you investing your data centre money over the next year? Assessing regional and national tenant demand drivers in local markets Are some markets oversupplied with tier 3 and undersupplied with tier 1?: Measuring local supply and demand of different data centre types Supply and demand are lagging indicators. Are there any leading indicators that can measure build metrics? Impact of local economic strength Predicting future local demand Costs/Incentives, How Much are they Worth vs. Location Outside of Main City Where are the incentives? How important are factors like power supply/costs, taxes, ease of business regulations & connectivity The northing of the data centre market: Will cheap power continue the trend? Factoring in the cost of doing business Alternative energy plans Bandwidth costs

Panel Discussion Points Local Demand Drivers Strong, stable and growing economy; No political, ethnic, religious or frontier conflicts; Granted international rights; High Demand low offering; 2 of the largest international events Football world cup (2014); Olympic games (2016) National Broadband Plan a federal govern priority Recent importation tax benefits technology South America Broadband Integration Plan

Panel Discussion Points Evaluating Tax Very high taxes - affected everybody; Incentives for long term foreign investment (> 7 years) State and Municipality tax incentives Expectations to include data centers on the federal govern National Broadband Plan tax incentives

Panel Discussion Points Power 4 th higher energy cost in the world Recent study (FIRJAN 2011) prices for industries average price Brazil = US$ 182.77 Mh average price world = US$119.72 Mh Editoria de Arte/Editoria de Arte/Folhapress

Panel Discussion Points Are some markets oversupplied with tier 3 and undersupplied with tier 1?: Measuring local supply and demand of different data centre types Undersupplied offerings of any tier 2 or 3 tier 3 dc s Local average PUE 2.4 (Gartner, 2012) Certification now is important

Panel Discussion Points Impact of local economic strength Predicting future local demand Costs/Incentives, How Much are they Worth vs. Location Outside of Main City Outside but close to the main cities (<=100 km); Energy offering and fiber connectivity is mandatory Major market regions: São Paulo state - < 100 km São Paulo city - 1 st market Rio de Janeiro City - large intl. events / oil industry center - 2 nd market Other markets Brasilia

Thank you! Alvaro Marques +55 11-9452-6922 amarques@dctrealty.com.br