CEO Leonberg Capital • Author of "The REIT Advantage" • I share my thoughts on the latest REIT investment opportunities.
Cite asCryptoQuant has tracked the directional calls on CRM by @askjussi on X since Jan 2022: not yet scored on CRM (as of Nov 11, 2026).
Other assets covered (32)
4 CRM calls on record, a thin history.
Relative view by default: fewer than 30 CRM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @askjussi to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
One of the biggest advantages of $BXDC is its relationship with Blackstone ($BX), one of the world's largest data center investors. Blackstone's sourcing capabilities could give this newly listed REIT access to attractive deals that smaller competitors cannot replicate. We are gradually building a large position.
View original →Blackstone Digital Infrastructure Trust ($BXDC) trades at around $16 per share, versus its $20 IPO price. Once its capital is deployed, I estimate it could generate roughly $1 per share in AFFO, implying just 16x forward AFFO. That's considerably cheaper than established data center REITs like $DLR and $EQIX.
View original →Most investors focus on Digital Realty ($DLR) and Equinix ($EQIX) for data center exposure. But I prefer the smaller Blackstone Digital Infrastructure Trust ($BXDC). It has the potential to build a portfolio of modern data centers from scratch, with long leases, high-credit tenants, and significant external growth opportunities.
View original →Blackstone Digital Infrastructure Trust ($BXDC) may be one of the most interesting ways to invest in the AI infrastructure boom. It recently IPO'd at $20 per share, raised $1.9 billion, and now trades around $16. Investors can effectively buy into its future data center portfolio at a discount.
View original →The REIT Advantage has just surpassed 1,000 copies sold! A big thank you to everyone who has bought the book so far. I wrote it to be the practical guide I wish I had when I first started investing in REITs, helping investors identify opportunities and avoid costly mistakes. The book features a foreword from Edward Pitoniak, CEO of $VICI Properties, and has received praise from several other REIT CEOs. If you haven't gotten your copy yet, it's available on Amazon worldwide.
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