Technology >> Analyst Interviews >> February 20, 2012
Data Center REITs Shift Focus to Retail Colocation & Network Sensitivity – Dave Rodgers – RBC Capital Markets
Dave Rodgers, CFA, is a Member of the U.S. REIT research team at RBC Capital Markets, which provides coverage of more than 70 U.S.-based equity REITs. His sector research is focused on office and industrial real estate that also consists of specialty, or niche, businesses including data centers and lab space. He has been in his current position since 2006 and possesses more than a decade of experience in real estate equity research. Before joining RBC, Mr. Rodgers worked at KeyBanc Capital Markets, where he covered multifamily REITs. He previously has been recognized by Institutional Investor magazine as a Home-Run Hitter. Profile
TWST: Please start with an overview of your coverage universe, although we'll be focusing on the data center REITs today.
Mr. Rodgers: I am a long-term REIT Analyst, so I am not a technology Analyst