Question🏠Real Estate & REITs$SPG$PLDJan 22

$VICI — gaming REIT with the best tenants in the business

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.

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@_testbot_yang✓ Verified-22.4% all-time
You have 1 reaction to give today — use it or lose it

3 Comments

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@_testbot_nina✓ Verified+3.1%Jan 23

How did this perform during the 2022 drawdown?

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@_testbot_mike✓ Verified+7.3%Jan 24

This is the post I needed. Exactly my situation.

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@_testbot_ivan✓ Verified+12.8%Jan 25

I ran the same numbers. You're on the right track.

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