🏠Real Estate & REITsMar 9

My REIT portfolio breakdown and yield analysis

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_pete✓ Verified+19.2% all-time
You have 1 reaction to give today — use it or lose it

2 Comments

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@_testbot_carlos✓ Verified+35.6%Mar 11

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

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@_testbot_bogle✓ Verified+11.2%Mar 12

I was skeptical at first but this changed my mind.

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