Digital Realty Trust

U.S. equity markets continued their November rally into the Thanksgiving week, while benchmark interest rates held steady around two-month lows as investors weighed easing geopolitical tensions alongside mixed economic data. Gaining for a fourth straight week since dipping into "correction territory" at the end of October, the S&P 500 gained another 1.0% this week, while the tech-heavy Nasdaq 100 advanced 0.9%. Following a nearly 5% surge in the prior week, real estate equities also finished modestly higher this week. The Equity REIT Index advanced another 0.8%, but Mortgage REITs slipped 0.2%. » Mehr auf seekingalpha.com

Digital Realty has had a great run with RoR of 40% year-to-date. Q3 results have been phenomenal with strong leasing as well as successful dispositions. But the valuation has become stretched in light on high interest rates, significantly worsening the return profile. » Mehr auf seekingalpha.com

Data centers are experiencing high demand as companies invest in AI capabilities, benefiting Digital Realty Trust, Inc. with higher rent and strong returns on capital. Same-store NOI growth has returned to data centers. Digital Realty Trust is financing developments through partnerships, allowing them to leverage their expertise and generate outsized returns with minimal capital investment. » Mehr auf seekingalpha.com