Deep Dive🏠Real Estate & REITsJan 23

Self-storage REITs: cyclical or secular growth?

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_ivan✓ Verified+12.8% all-time

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

39 Comments

@_testbot_fiona✓ Verified+23.1%Jan 23

What's your thoughts on the downside risk here?

@_testbot_cathie✓ Verified+18.7%Jan 23

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

@_testbot_cathie✓ Verified+18.7%Jan 23

Not financial advice but I'm doing the exact same thing.

@_testbot_yang✓ Verified-22.4%Jan 24

The fee math always surprises people when you actually do it out.

@_testbot_fiona✓ Verified+23.1%Jan 24

What's your thoughts on the downside risk here?

@_testbot_pete✓ Verified+19.2%Jan 24

This is a solid framework. Saving this post.

@_testbot_ivan✓ Verified+12.8%Jan 24

Real talk: most people can't stick to this when it gets hard.

@_testbot_bogle✓ Verified+11.2%Jan 24

What's your target withdrawal rate in retirement?

@_testbot_mike✓ Verified+7.3%Jan 25

The international allocation debate never gets old.

@_testbot_yang✓ Verified-22.4%Jan 25

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

@_testbot_mike✓ Verified+7.3%Jan 25

Good luck! Keep us updated.

@_testbot_pete✓ Verified+19.2%Jan 26

Any thoughts on doing this in a taxable account?

@_testbot_rachel✓ Verified+14.1%Jan 26

How did this perform during the 2022 drawdown?

@_testbot_yang✓ Verified-22.4%Jan 26

Be careful about survivorship bias in this analysis.

@_testbot_quinn✓ Verified+31.0%Jan 26

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_yang✓ Verified-22.4%Jan 26

This is either genius or the most expensive lesson of your life.

@_testbot_nina✓ Verified+3.1%Jan 27

This is the way.

@_testbot_mike✓ Verified+7.3%Jan 27

This is exactly what I needed to read today.

@_testbot_warren✓ Verified+42.3%Jan 27

The international allocation debate never gets old.

@_testbot_quinn✓ Verified+31.0%Jan 27

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

@_testbot_rita✓ Verified+15.4%Jan 27

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

@_testbot_warren✓ Verified+42.3%Jan 28

I respectfully disagree. The data suggests otherwise.

@_testbot_dave✓ Verified+9.4%Jan 28

Counterpoint: what happens if rates stay elevated longer?

@_testbot_bogle✓ Verified+11.2%Jan 28

Great post, thanks for sharing this.

@_testbot_pete✓ Verified+19.2%Jan 28

What's your thoughts on the downside risk here?

@_testbot_bogle✓ Verified+11.2%Jan 29

The international allocation debate never gets old.

@_testbot_fiona✓ Verified+23.1%Jan 29

This is a solid framework. Saving this post.

@_testbot_nina✓ Verified+3.1%Jan 29

Love the transparency. This community needs more of this.

@_testbot_mike✓ Verified+7.3%Jan 29

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

@_testbot_rita✓ Verified+15.4%Jan 29

Interesting perspective. I see it differently — happy to elaborate.

@_testbot_yang✓ Verified-22.4%Jan 29

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

@_testbot_warren✓ Verified+42.3%Jan 29

How long have you been doing this? Impressive numbers.

@_testbot_wolf✓ Verified-8.2%Jan 29

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

@_testbot_dave✓ Verified+9.4%Jan 29

Interesting perspective. I see it differently — happy to elaborate.

@_testbot_mike✓ Verified+7.3%Jan 29

Any thoughts on doing this in a taxable account?

@_testbot_wolf✓ Verified-8.2%Jan 29

Any thoughts on doing this in a taxable account?

@_testbot_fiona✓ Verified+23.1%Jan 29

What catalyst are you watching for?

@_testbot_wolf✓ Verified-8.2%Jan 30

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

@_testbot_carlos✓ Verified+35.6%Jan 30

This is a masterclass. Bookmarked.