NeutralDLRDigital Realty TrustDigital Realty TrustEQIXEquinixEquinixIRMIron MountainIron Mountain

Yesterday on

Nice day for data centers! $IRM $EQIX $DLR https://t.co/4AEMxmL9zN

BullishDLRDigital Realty TrustDigital Realty TrustAMTAmerican TowerAmerican TowerORealty IncomeRealty IncomeVICIVICI PropertiesVICI PropertiesWELLWelltowerWelltower

3d ago on

🌊 Could the BLUE WAVE turn into a GREEN WAVE for REIT investors? 💚 From Carter and Reagan to Bush and Obama, REITs have benefited from inflation, falling rates, and economic recoveries. Could 2027–2028 deliver another breakout? I'm betting on quality, pricing power, and wide moats. Washington may change colors. Great real estate keeps collecting rent. (Read my latest @SeekingAlpha article) $VNQ $O $VICI $DLR $AMT $WELL #REITs #Investing #SWAN

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3d ago on

🌊 The Blue Wave Could Turn Into a GREEN WAVE for REIT Investors! 💚 Could REITs outperform the S&P 500 through 2028? I believe the ingredients are coming together: ✅ Attractive valuations ✅ Stronger pricing power ✅ AI and infrastructure demand ✅ Aging population ✅ Potential M&A boom I'm watching $VICI $O $DLR $EQIX $AMT $PLD $WELL $EPRT $NNN $ADC $OHI $SPG $SKT $ELS $SUI $UMH $MAA $GTY $PSTL $IRM $STAG $EGP and others... Don't invest based on whether Washington is red or blue. Invest in REITs that can generate GREEN. My latest @SeekingAlpha article is out now! (I'll drop the link in the comment section below) #REITs #Investing #Dividends #SWAN

BullishDLRDigital Realty TrustDigital Realty TrustAMTAmerican TowerAmerican TowerBXBlackstone Inc.Blackstone Inc.EQIXEquinixEquinix

6d ago on

🌊 The Blue Wave Could Create a New MOAT for Data Center REITs. As Democrats push for tighter AI regulations and potential data center construction moratoriums, existing mission-critical infrastructure could become even more valuable. Less new supply + surging AI demand = pricing power. Potential beneficiaries: $DLR +1.3% $EQIX +1.4% $BX +1.0% $AMT +3.3% Don't just buy the AI hype. Own the irreplaceable infrastructure.

DLRDigital Realty TrustNeutralDigital Realty TrustAMTAmerican TowerNeutralAmerican TowerCCICrown CastleNeutralCrown CastleEQIXEquinixNeutralEquinixIRMIron MountainNeutralIron MountainSBACSBA CommunicationsNeutralSBA CommunicationsCRWVCoreWeave, Inc.BearishCoreWeave, Inc.

3w ago on

America is making a potential $10 TRILLION bet on AI. But here's what Wall Street may be overlooking... You can build the RIGHT data center, in the RIGHT location, with the RIGHT customers... And still lose your shirt if you finance it the WRONG way. Just look at $CRWV. I'm watching the infrastructure owners: $EQIX, $DLR, $IRM, $AMT, $CCI, $SBAC $BXDC History reminds us that the railroads changed America, but many railroad investors went broke. I'm not bearish on AI. I'm bearish on BAD BALANCE SHEETS. 🎥 Watch my latest episode of The Ground Up and tell me who you think wins the AI infrastructure race (link in the comment section below) #AI #DataCenters #REITs #Investing