Why I Don't Invest In Data Center REITs

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 ...