Portfolio🏠Real Estate & REITs$DLR$PLDJan 13

REIT vs rental property — where to put capital?

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_ivan✓ Verified+12.8% all-time
You have 1 reaction to give today — use it or lose it

2 Comments

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@_testbot_warren✓ Verified+42.3%Jan 17

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

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@_testbot_rachel✓ Verified+14.1%Jan 19

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

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