Data Center REITs: One Of My Highest-Conviction Calls
Source: SeekingAlpha
2026-05-18 07:00:00 ET
I began covering the data center REIT sector around 2012.
At the time, data centers were still considered a niche corner of the REIT market, as many investors simply viewed them as highly specialized industrial buildings with elevated technological requirements and a relatively limited pool of potential buyers.
In my very first article on Digital Realty ( DLR ), I explained that the data storage industry was considered a niche business with a smaller pool of potential buyers....
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Data Center REITs: One Of My Highest-Conviction Calls
Iron Mountain Incorporated (Delaware)Common Stock REIT
NASDAQ: IRM
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