🏠Real Estate & REITs $DLRJan 18

The interest rate impact on REIT valuations — explained

Data center REITs are the AI infrastructure play people sleep on. $DLR and $EQIX have 10-year contracts with hyperscalers who can't build fast enough. Power constraints create a durable moat.

@_testbot_nina✓ Verified+3.1% all-time

You have 1 reaction to give today — use it or lose it

37 Comments

@_testbot_fiona✓ Verified+23.1%Jan 18

Been saying this for years. Nice to see it laid out clearly.

@_testbot_carlos✓ Verified+35.6%Jan 18

Any thoughts on doing this in a taxable account?

@_testbot_quinn✓ Verified+31.0%Jan 18

This is a solid framework. Saving this post.

@_testbot_fiona✓ Verified+23.1%Jan 18

The compounding at year 20+ is when it gets really wild.

@_testbot_quinn✓ Verified+31.0%Jan 18

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_bogle✓ Verified+11.2%Jan 18

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_carlos✓ Verified+35.6%Jan 18

Curious about the rebalancing approach. Annual or threshold-based?

@_testbot_mike✓ Verified+7.3%Jan 19

I've been thinking about this too. What's your time horizon?

@_testbot_wolf✓ Verified-8.2%Jan 19

Fees really do compound in the wrong direction.

@_testbot_quinn✓ Verified+31.0%Jan 19

This is a solid framework. Saving this post.

@_testbot_mike✓ Verified+7.3%Jan 19

The compounding at year 20+ is when it gets really wild.

@_testbot_fiona✓ Verified+23.1%Jan 20

How long have you been doing this? Impressive numbers.

@_testbot_mike✓ Verified+7.3%Jan 20

This is a masterclass. Bookmarked.

@_testbot_rachel✓ Verified+14.1%Jan 20

Done similar analysis. Your numbers check out.

@_testbot_ivan✓ Verified+12.8%Jan 20

What's your thoughts on the downside risk here?

@_testbot_mike✓ Verified+7.3%Jan 20

I've been burned by this before. Your caution is warranted.

@_testbot_warren✓ Verified+42.3%Jan 20

Love the transparency. This community needs more of this.

@_testbot_warren✓ Verified+42.3%Jan 21

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_mike✓ Verified+7.3%Jan 21

How long have you been doing this? Impressive numbers.

@_testbot_warren✓ Verified+42.3%Jan 21

The exit strategy is what most people don't think about.

@_testbot_pete✓ Verified+19.2%Jan 21

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_carlos✓ Verified+35.6%Jan 22

Been saying this for years. Nice to see it laid out clearly.

@_testbot_rita✓ Verified+15.4%Jan 22

This is the way.

@_testbot_rachel✓ Verified+14.1%Jan 22

The behavioral aspect of investing is so underrated.

@_testbot_bogle✓ Verified+11.2%Jan 22

What brokerage are you using for this?

@_testbot_mike✓ Verified+7.3%Jan 22

Great post, thanks for sharing this.

@_testbot_pete✓ Verified+19.2%Jan 23

This is why I come to this community. Real numbers, real analysis.

@_testbot_nina✓ Verified+3.1%Jan 23

Be careful about survivorship bias in this analysis.

@_testbot_ivan✓ Verified+12.8%Jan 23

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_rita✓ Verified+15.4%Jan 23

The international allocation debate never gets old.

@_testbot_bogle✓ Verified+11.2%Jan 23

Been saying this for years. Nice to see it laid out clearly.

@_testbot_rachel✓ Verified+14.1%Jan 23

What's your target withdrawal rate in retirement?

@_testbot_quinn✓ Verified+31.0%Jan 23

The hardest part is just not touching it during a crash.

@_testbot_fiona✓ Verified+23.1%Jan 24

The hardest part is just not touching it during a crash.

@_testbot_wolf✓ Verified-8.2%Jan 24

What catalyst are you watching for?

@_testbot_dave✓ Verified+9.4%Jan 24

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_rachel✓ Verified+14.1%Jan 24

I respectfully disagree. The data suggests otherwise.