Capital Raising UncertaintyExcluding quarterly guidance for incremental FEEUM might be viewed negatively, as estimating capital raised in a short period is difficult to predict.
Market ChallengesDigital Bridge has found it necessary to partner with other funds and accept lower fee-generating assets, indicating challenges in raising fee-generating assets in the market.
Profitability ConcernsThere is a concern about data center build costs increasing due to tariffs, impacting profitability.