Investing in Data Center REITs: Risks vs Rewards скачать в хорошем качестве

Investing in Data Center REITs: Risks vs Rewards

Investing in #DataCenter #REITs provides exposure to the demand for #BigData storage and #CloudComputing. In other words, you're getting risky tech exposure in exchange for the return profile of a REIT. The two largest data center REITs out there - Equinix $EQIX and Digital Realty $DLR - have large debt loads to manage which can be problematic in times of economic turmoil. We invest in REITs to get exposure to realty, and we don't get that by investing in data center REITs. Having additional exposure to the growth of big data is appealing, provided we find a solid pure-play company that isn’t behest to the whims of the world’s largest companies. Data center REITs seem to offer the risks of tech stocks with the rewards of boring old REITs. But investing in a data center REIT is taking on too much risk – much of which comes from not being able to understand the businesses because of all the moving parts – without all the promise of meaningful upside. RESEARCH PIECES USED IN THIS VIDEO: 1. Investing in Big Data with Data Center REITs https://www.nanalyze.com/2022/06/inve... CHAPTERS: 00:00 Intro 00:34 Owning realty 01:32 How REITs work 03:10 About six data center REITs 06:29 Data center REIT debt loads 08:54 Customer diversification 09:35 The diversity problem 11:41 Why we own REITs 14:30 Conclusion ABOUT US: This video is brought to you by Nanalyze, a boutique media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #investments in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nan...