In our recent REITs Report we spoke with David Aubuchon of Robert W. Baird & Co. Inc. where he discussed the outlook for REITs and a new asset class of REITs – Data Centers:
“Digital Realty focuses on data centers. That is a fairly new real estate asset class and there’s a huge amount of demand for data centers, given the huge increase in Web-based activities from social networking sites, retailing, outsourcing from corporations, and the amount of video and music that is conducted over the Internet. It’s pretty dramatic. All of that is really increasing the demand for data center space, places to store our data digitally.”
“Digital is the one REIT I cover that could be labeled as having positive fundamentals now and for the foreseeable future.”
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Report Overview: Data hosting centers and data storage
September 15, 2016
Interview Highlights: Hendi Susanto of Gabelli & Company on Data Hosting Centers and Data Storage
September 19, 2016
Interview Highlights: David B. Rodgers of Robert W. Baird & Co. on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Ryan Hutchinson of Guggenheim Securities on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Erik Suppiger of JMP Securities on Data Hosting Centers and Data Storage
September 21, 2016
