Shares of Digital Realty (DLR) have soared 17.6% in the year-to-date period compared with the industry's growth of 9.9%. The rising demand for high-performing data centers amid enterprises' growing reliance on technology and acceleration in digital transformation strategies has been one of the key forces driving the performance of data center real estate investment trusts (REITs) like Digital Realty. A solid tenant base assures stable revenues. It also carries out various development and redevelopment activ ...

Artificial intelligence has been a hot topic for much of 2023 and has lasted into this year too. With all the hype surrounding the space, I've been keen to find investment ideas on how to indirectly I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long pe ...

The equity REITs are the sole occupants of the real estate sector. They were moved out of the financial sector a number of years ago as they own actual property, giving them characteristics unique from mortgage Macro Trading Factory is a macro-driven service, run by a team of experienced investment managers. The service offers two portfolios: "Funds Macro Portfolio" & "Rose's Income Garden"; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner. Suitable for those who either have litt ...

Digital Realty Trust, Inc. (NYSE:DLR) Bank of America 2024 Global Real Estate Conference September 11, 2024 3:45 PM ET Company Participants Andrew Power - President & CEO Jordan Sadler - IR Conference Call Participants David Barden - Bank of America David Barden So welcome, everyone. Thank you for joining us this afternoon. I'm Dave Barton. I head up, U.S. and Canada Telecom and Communications Infrastructure Research for Bank of America. Thank you for joining us. I'm really, really pleased to have with me, ...

Digital Realty Trust, Inc. (NYSE:DLR) Goldman Sachs Communacopia + Technology Conference September 11, 2024 6:45 PM ET Company Participants Andrew Power - President and Chief Executive Officer Conference Call Participants James Schneider - Goldman Sachs James Schneider Okay, thanks. Okay, good afternoon, everybody. Welcome to the Goldman Sachs Communacopia + Technology Conference. My name is Jim Schneider. I'm the telecom and date centers analyst here at Goldman Sachs. It's my pleasure to welcome Digital Re ...

Digital Realty Trust, Inc. (NYSE:DLR) Goldman Sachs Communacopia + Technology Conference September 11, 2024 6:45 PM ET Company Participants Andrew Power - President and Chief Executive Officer Conference Call Participants James Schneider - Goldman Sachs James Schneider Okay, thanks. Okay, good afternoon, everybody. Welcome to the Goldman Sachs Communacopia + Technology Conference. My name is Jim Schneider. I'm the telecom and date centers analyst here at Goldman Sachs. It's my pleasure to welcome Digital Re ...

Realty Income, Vici, STAG, and Digital Realty are all solid REIT plays. Real estate investment trusts (REITs) buy a lot of properties, lease them out, and split the rental income with their investors. U.S. REITs are also required to pay out at least 90% of their taxable income as dividends to maintain a favorable tax rate. That simple business model usually makes REITs a sound investment for most income investors, but rising interest rates weighed down the sector for two reasons. First, higher rates made it ...

ViktorCap/iStock via Getty Images Co-produced by Austin Rogers We have largely avoided investing in data center REITs, and we admit that we have missed out on a strong rally from this sector over the last decade or so as the amount of digital data stored in the cloud has exploded. The two pure-play data center RETs on the market today, Digital Realty (DLR) and Equinix (EQIX), have massively outperformed the real estate sector (VNQ) over the last ~15 years VAL Digital Realty Trust Inc (DLR) Total Return Equi ...

Digital Realty Trust, Inc. (NYSE:DLR) Bank of America 2024 Media, Communications & Entertainment Conference September 4, 2024 8:50 AM ET Company Participants Matt Mercier - CFO Conference Call Participants David Barden - Bank of America David Barden Everybody, I'm Dave Barden. I head up Telecommunications and Comm-Infrastructure Research for Bank of America. And I'm here with the Chief Financial Officer of Digital Realty, Matt Mercier. Thank you for joining us, Matt. Matt Mercier Thanks for having me. Quest ...

Digital Realty Trust, Inc. (NYSE:DLR) Bank of America 2024 Media, Communications & Entertainment Conference September 4, 2024 8:50 AM ET Company Participants Matt Mercier - CFO Conference Call Participants David Barden - Bank of America David Barden Everybody, I'm Dave Barden. I head up Telecommunications and Comm-Infrastructure Research for Bank of America. And I'm here with the Chief Financial Officer of Digital Realty, Matt Mercier. Thank you for joining us, Matt. Matt Mercier Thanks for having me. Quest ...