We have a long term “cloudy”, however, this is good news for intermediate REIT knowledge. The physical epicenter of the “cloud”, the intermediates of knowledge were the most effective genuine real estate sector in the middle of the pandemic.
Undoubted winners of the era of home painting, corporations will shift spending in the physical workspace to “digital work areas” through investments in remote paint infrastructure.
Leasing activity, the highest measure of strongly observed profits, soared at this time one quarter to its recorded point, as the sector continued to delight in strong secular favorable winds.
Battle for the clouds. Risks remain an intense festival by hyperscale giants, Amazon, Microsoft and Google, and relentless expansion has weakened AFFO’s price strength and expansion.
Data center REIT has taken appropriate steps to defend against competitive threats through consolidation and internal development. Although costly, genuine “essential” real estate sectors (technology, housing and industry) are the reliable expansion spaces within the REIT sector.
(Hoya Capital Real Estate, co-produced with Brad Thomas)
A long “cloudy” term awaits, but that’s good news for mid-level REIT of knowledge. The intermediate space of the data is the “cloud”, the physical epimodule of the Internet. Within the Hoya Capital Data Center index, we track the five intermediate REIT of knowledge, which constitute approximately $125 billion in market price and possess approximately six hundred means of knowledge worldwide: Equinix (NASDAQ: EQIX), Digital Realty (NYSE: DLR). CyrusOne (CONE), CoreSite (COR) and QTS Realty (QTS). While not included in the index, commercial garage operator Iron Mountain (IRM) also operates a small portfolio of knowledge intermediaries, as well as Switch, Inc. (SWCH) and RackSpace (RXT) non-REIT.
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Disclosure: I am / we are for a long time DLR, COR, EQIX, INTC, AMZN, GOOG, HOMZ, AMT, MSFT. I wrote this article myself and express my own opinions. I don’t get any refunds for this (apart from Seeking Alpha) I don’t have any dating announcements with a company whose action is discussed in this article.