Real Estate
Data Center REITs
2 companies under coverage.
Coverage
Data Center REITs
Equity Research
Digital Realty Trust Inc (DLR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $347, +93% vs spot. It needs the multiple to hold or expand.
Equity Research
Equinix Inc (EQIX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,904, +83% vs spot. It needs the multiple to hold or expand.