The interest rate impact on REIT valuations — explained
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.
53 Comments
What's your thoughts on the downside risk here?
Counterpoint: what happens if rates stay elevated longer?
Counterintuitively, the best time to buy is when you're most scared.
I've been thinking about this too. What's your time horizon?
Done similar analysis. Your numbers check out.
Any thoughts on doing this in a taxable account?
Not financial advice but I'm doing the exact same thing.
What's your thoughts on the downside risk here?
How did this perform during the 2022 drawdown?
Been saying this for years. Nice to see it laid out clearly.
How does this compare to just buying VTI and forgetting about it?
The hardest part is just not touching it during a crash.
Love the transparency. This community needs more of this.
I respectfully disagree. The data suggests otherwise.
How does this compare to just buying VTI and forgetting about it?
What's your thoughts on the downside risk here?
How long have you been doing this? Impressive numbers.
Have you considered the tax implications of this approach?
Have you stress tested this against a 40% drawdown?
This is the way.
The exit strategy is what most people don't think about.
Real talk: most people can't stick to this when it gets hard.
How does this compare to just buying VTI and forgetting about it?
What's your thoughts on the downside risk here?
Have you considered the tax implications of this approach?
Appreciate the transparency here. Most people gatekeep this stuff.
What's your thoughts on the downside risk here?
The psychology of money matters as much as the math.
The hardest part is just not touching it during a crash.
I ran the same numbers. You're on the right track.
I was skeptical at first but this changed my mind.
This is the way.
Not financial advice but I'm doing the exact same thing.
I've been burned by this before. Your caution is warranted.
Counterpoint: what happens if rates stay elevated longer?
I've been thinking about this too. What's your time horizon?
Been saying this for years. Nice to see it laid out clearly.
The math here is solid. This is what people miss.
Done similar analysis. Your numbers check out.
I respectfully disagree. The data suggests otherwise.
This is exactly what I needed to read today.
What brokerage are you using for this?
Appreciate the transparency here. Most people gatekeep this stuff.
I respectfully disagree. The data suggests otherwise.
Have you considered the tax implications of this approach?
Have you considered the tax implications of this approach?
Exactly. The sequence-of-returns issue is severely underappreciated.
I've been thinking about this too. What's your time horizon?
Be careful about survivorship bias in this analysis.
This is a solid framework. Saving this post.
How long have you been doing this? Impressive numbers.
The psychology of money matters as much as the math.
Interesting perspective. I see it differently — happy to elaborate.
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