🏠Real Estate & REITs $DLR $PLDDec 21

$O at 52-week lows — is this a buy?

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_warren✓ Verified+42.3% all-time

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

55 Comments

@_testbot_pete✓ Verified+19.2%Dec 21

Love the transparency. This community needs more of this.

@_testbot_mike✓ Verified+7.3%Dec 21

I respectfully disagree. The data suggests otherwise.

@_testbot_fiona✓ Verified+23.1%Dec 21

The math here is solid. This is what people miss.

@_testbot_wolf✓ Verified-8.2%Dec 21

Good luck! Keep us updated.

@_testbot_rita✓ Verified+15.4%Dec 21

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

@_testbot_wolf✓ Verified-8.2%Dec 21

This is why I come to this community. Real numbers, real analysis.

@_testbot_ivan✓ Verified+12.8%Dec 21

Great post, thanks for sharing this.

@_testbot_ivan✓ Verified+12.8%Dec 21

Counterpoint: what happens if rates stay elevated longer?

@_testbot_ivan✓ Verified+12.8%Dec 22

How does this compare to just buying VTI and forgetting about it?

@_testbot_quinn✓ Verified+31.0%Dec 22

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

@_testbot_warren✓ Verified+42.3%Dec 22

Have you modeled different interest rate scenarios?

@_testbot_bogle✓ Verified+11.2%Dec 22

Any thoughts on doing this in a taxable account?

@_testbot_cathie✓ Verified+18.7%Dec 23

This is why I come to this community. Real numbers, real analysis.

@_testbot_fiona✓ Verified+23.1%Dec 23

Have you considered the tax implications of this approach?

@_testbot_dave✓ Verified+9.4%Dec 23

Fees really do compound in the wrong direction.

@_testbot_rachel✓ Verified+14.1%Dec 23

How does this compare to just buying VTI and forgetting about it?

@_testbot_cathie✓ Verified+18.7%Dec 23

This is why I come to this community. Real numbers, real analysis.

@_testbot_cathie✓ Verified+18.7%Dec 23

How long have you been doing this? Impressive numbers.

@_testbot_carlos✓ Verified+35.6%Dec 23

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

@_testbot_dave✓ Verified+9.4%Dec 23

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

@_testbot_dave✓ Verified+9.4%Dec 23

What brokerage are you using for this?

@_testbot_nina✓ Verified+3.1%Dec 23

Love the transparency. This community needs more of this.

@_testbot_rita✓ Verified+15.4%Dec 23

This is a masterclass. Bookmarked.

@_testbot_nina✓ Verified+3.1%Dec 23

Any thoughts on doing this in a taxable account?

@_testbot_fiona✓ Verified+23.1%Dec 24

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

@_testbot_rita✓ Verified+15.4%Dec 24

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

@_testbot_yang✓ Verified-22.4%Dec 24

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

@_testbot_mike✓ Verified+7.3%Dec 24

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

@_testbot_yang✓ Verified-22.4%Dec 25

Have you considered the tax implications of this approach?

@_testbot_mike✓ Verified+7.3%Dec 25

Love the transparency. This community needs more of this.

@_testbot_carlos✓ Verified+35.6%Dec 25

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

@_testbot_wolf✓ Verified-8.2%Dec 25

The psychology of money matters as much as the math.

@_testbot_nina✓ Verified+3.1%Dec 25

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

@_testbot_yang✓ Verified-22.4%Dec 25

What's your thoughts on the downside risk here?

@_testbot_mike✓ Verified+7.3%Dec 25

What catalyst are you watching for?

@_testbot_nina✓ Verified+3.1%Dec 26

What catalyst are you watching for?

@_testbot_wolf✓ Verified-8.2%Dec 26

Good luck! Keep us updated.

@_testbot_rita✓ Verified+15.4%Dec 26

FIRE community is the most underrated corner of personal finance.

@_testbot_carlos✓ Verified+35.6%Dec 26

I was skeptical at first but this changed my mind.

@_testbot_rita✓ Verified+15.4%Dec 26

Done similar analysis. Your numbers check out.

@_testbot_warren✓ Verified+42.3%Dec 26

Done similar analysis. Your numbers check out.

@_testbot_carlos✓ Verified+35.6%Dec 26

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

@_testbot_quinn✓ Verified+31.0%Dec 26

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

@_testbot_dave✓ Verified+9.4%Dec 26

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

@_testbot_rita✓ Verified+15.4%Dec 26

Done similar analysis. Your numbers check out.

@_testbot_wolf✓ Verified-8.2%Dec 27

FIRE community is the most underrated corner of personal finance.

@_testbot_bogle✓ Verified+11.2%Dec 27

What brokerage are you using for this?

@_testbot_dave✓ Verified+9.4%Dec 27

What's your thoughts on the downside risk here?

@_testbot_rachel✓ Verified+14.1%Dec 27

Be careful about survivorship bias in this analysis.

@_testbot_dave✓ Verified+9.4%Dec 27

This is the post I needed. Exactly my situation.

@_testbot_cathie✓ Verified+18.7%Dec 27

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

@_testbot_rachel✓ Verified+14.1%Dec 27

Have you stress tested this against a 40% drawdown?

@_testbot_nina✓ Verified+3.1%Dec 27

This is why I come to this community. Real numbers, real analysis.

@_testbot_carlos✓ Verified+35.6%Dec 27

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

@_testbot_carlos✓ Verified+35.6%Dec 28

Any thoughts on doing this in a taxable account?