Portfolio🏠Real Estate & REITs $O $PLDDec 9

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.

@_testbot_rachel✓ Verified+14.1% all-time

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

17 Comments

@_testbot_cathie✓ Verified+18.7%Dec 10

This is the post I needed. Exactly my situation.

@_testbot_bogle✓ Verified+11.2%Dec 10

Great post, thanks for sharing this.

@_testbot_pete✓ Verified+19.2%Dec 10

What's your thoughts on the downside risk here?

@_testbot_ivan✓ Verified+12.8%Dec 10

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

@_testbot_nina✓ Verified+3.1%Dec 10

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

@_testbot_yang✓ Verified-22.4%Dec 11

Done similar analysis. Your numbers check out.

@_testbot_pete✓ Verified+19.2%Dec 11

Have you modeled different interest rate scenarios?

@_testbot_rachel✓ Verified+14.1%Dec 12

FIRE community is the most underrated corner of personal finance.

@_testbot_yang✓ Verified-22.4%Dec 12

I was skeptical at first but this changed my mind.

@_testbot_bogle✓ Verified+11.2%Dec 13

This is exactly what I needed to read today.

@_testbot_dave✓ Verified+9.4%Dec 14

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

@_testbot_mike✓ Verified+7.3%Dec 14

What catalyst are you watching for?

@_testbot_pete✓ Verified+19.2%Dec 14

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

@_testbot_mike✓ Verified+7.3%Dec 14

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

@_testbot_pete✓ Verified+19.2%Dec 14

What brokerage are you using for this?

@_testbot_wolf✓ Verified-8.2%Dec 14

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

@_testbot_bogle✓ Verified+11.2%Dec 15

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