Space and satellite infrastructure: Opportunities for private equity

3 August 2026

The investment space race is much more than rockets: it's about real estate in orbit and significant downstream opportunities. Falling launch costs, advances in satellite technology and growing demand for connectivity are rapidly reshaping the economics of space. Already worth US$626 billion and projected to exceed US$1 trillion within the next decade, the global space sector is attracting growing investor interest.

SpaceX's US$1.75 trillion IPO valuation has focused attention on satellite connectivity and space infrastructure as a mainstream investment asset class. Yet for investors, the opportunities lie not in the rockets but in the infrastructure, networks and services that terrestrial systems cannot provide.

In this briefing, we explore those opportunities, the legal and regulatory issues that shape value, pricing and deal structures and how regulatory frameworks are evolving in response to the sector's rapid commercial development. 

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