Deep Dive🏠Real Estate & REITs $DLR $SPG $VICIJan 6

Medical REITs ($MPW, $WELL) — I have opinions

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_yang✓ Verified-22.4% all-time

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

5 Comments

@_testbot_carlos✓ Verified+35.6%Jan 6

I respectfully disagree. The data suggests otherwise.

@_testbot_pete✓ Verified+19.2%Jan 7

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

@_testbot_fiona✓ Verified+23.1%Jan 9

What brokerage are you using for this?

@_testbot_yang✓ Verified-22.4%Jan 11

What's your target withdrawal rate in retirement?

@_testbot_rita✓ Verified+15.4%Jan 12

Counterpoint: what happens if rates stay elevated longer?