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Digital Realty Trust Inc. Message Board

  • cubetroll cubetroll Jun 3, 2014 5:29 PM Flag

    Onboard

    With "the cloud" becoming the defacto platform for big data jumped on this train at $52 in Feb . So far, ok and will accumulate slowly while waiting to see what rates do to REITS. Any other opinions ?

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    • Institutional RE investors have a tough time understanding data centers as a sector and the sell-side is no help. eg saying IBM cloud leaving DLR data centers when in fact they are expanding in leased facilities, DLR and others. Should be in the $60's, good idea to ease into the position.

      Sentiment: Hold

      • 1 Reply to dc99_999
      • I don't think people have good clue about how to differentiate between simply leasing the physical facilities and providing other "value-added" services associating with data centers such as providing bandwdith, software, or other ser-related hi-tech infrastructure. Seems like some other companies are closer to software/service providers and others (like DLR) are closer to traditional real estate landlords.
        The knock on DLR and other 3rd-party landlords is that they are trying to compete with google/amzn/fb which are building out huge data centers and then hosting other companies. That shouldn't be an issue in a sensible world, since even if goog/amzn/fb are doing that, it makes sense for them to lease the facilities from someone like DLR instead of tieing up their own capital in real estate... the problem is that these companies have *so much* extra cash on their books, they can spend it on real estate without affecting their business, no one seems to care about amzn's or fb's ROE.

 
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