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Digital Realty Trust, Inc.

  • Write a Storybook Ending -- Or Lose Your Shirt

    By Brendan Marasco - June 10, 2013 | Tickers: AMZN, COR, DLR, DFT, GOOG

    Some investors are avoiding data center REITs like the plague. This makes sense given rising competition, but such REITs are not yet extinct. In fact, due to a massive sell-off, some are trading at low prices. This provided a great opportunity for income-seeking investors.

    Altered playing field

    Prior to the rise of Amazon (NASDAQ: AMZN) and Google (NASDAQ: GOOG), data centers were a hub of activity. Now, Amazon, Google and more »

  • Hedge Fund Sours on Data Center REITs

    By Reuben Brewer - June 5, 2013 | Tickers: COR, DLR, DFT

    Although the entire real estate investment trust (REIT) sector has come under pressure recently, data center REITs have the added negative of a hedge fund manager questioning the industry's outlook. That may present a buying opportunity for a sector that has years of growth ahead.

    Hedgies

    Barron's recently reported that hedge fund manager Jonathon Jacobson of Highfields Capital Management is not only questioning the accounting of data center more »

  • Searching for Attractively Valued Real Estate Investment Trusts

    By Robert Ciura - May 23, 2013 | Tickers: DLR, HCN, O

    It’s a frustrating time to be an income investor. The combination of historically low interest rates and rising equity markets has brought yields down significantly in recent months.

    One asset class that has received extra attention over the past couple years, because of their tendency to provide solid income above and beyond the yield available on the S&P 500, is real estate investment trusts (REITs). These companies invest more »

  • What's Holding Up Equinix?

    By Mark Holder - May 15, 2013 | Tickers: DLR, EQIX, RAX

    After the 50% plunge in Rackspace Hosting (NYSE: RAX), one has to wonder what is holding Equinix (NASDAQ: EQIX) up near all-time highs. The stock has shown some fatigue since the Rackspace disappointment, but it appears now set for a test of the recent highs over the $230 level. Not a scenario suggestive of a stock on the verge of a plunge.

    A leader in the data collocation field, Equinix more »

  • The Internet's Backbone

    By Reuben Brewer - April 16, 2013 | Tickers: COR, DLR, DFT

    When you think of the world wide web, the first thing that comes to mind usually isn't real estate. However, the web wouldn't work without buildings. As the Internet grows, so too will the businesses of Digital Realty Trust (NYSE: DLR), DuPont Fabros Technology (NYSE: DFT), and CoreSite Realty (NYSE: COR).

    The Cloud

    When users talk about the Internet, they think of the services that it provides. Being more »

  • The Internet's Backbone

    By Reuben Brewer - April 16, 2013 | Tickers: COR, DLR, DFT

    When you think of the world wide web, the first thing that comes to mind usually isn't real estate. However, the web wouldn't work without buildings. As the Internet grows, so too will the businesses of Digital Realty Trust (NYSE: DLR), DuPont Fabros Technology (NYSE: DFT), and CoreSite Realty (NYSE: COR).

    The Cloud

    When users talk about the Internet, they think of the services that it provides. Being more »

  • The Internet's Backbone

    By Reuben Brewer - April 14, 2013 | Tickers: COR, DLR, DFT

    When you think of the world wide web, the first thing that comes to mind usually isn't real estate. However, the web wouldn't work without buildings. As the Internet grows, so, too, will the businesses of Digital Realty Trust (NYSE: DLR), DuPont Fabros Technology (NYSE: DFT), and CoreSite Realty (NYSE: COR).

    The Cloud

    When users talk about the Internet, they think of the services that it provides. Being more »

  • Can REITs Create a Blockbuster Portfolio?

    By AnnaLisa Kraft - April 8, 2013 | Tickers: DLR, EPR, HPT, OHI, GEO

    Real estate investment trusts, or REITs, are all about the yield and return on capital, and isn't everyone is chasing yield these days? With equity REITs, a retail investor can own commercial real estate in diverse sectors while receiving better than average yields from the profits of rental income.

    Why REITs?

    Companies like Weyerhauser and American Tower have been converting to REITs because it gives them tax-advantaged status. For more »

  • Can REITs Create a Blockbuster Portfolio?

    By AnnaLisa Kraft - March 28, 2013 | Tickers: DLR, EPR, HPT, OHI, GEO

    Real estate investment trusts, or REITs, are all about the yield and return on capital, and isn't everyone is chasing yield these days? With equity REITs, the retail investor can own commercial real estate in diverse sectors while receiving better than average yields from the profits of rental income.

    Why REITs?

    Companies like Weyerhauser and American Tower have been converting to REITs because it gives them tax-advantaged status. For more »

  • 3 Interesting Industrial REIT Players for 2013

    By Shas Dey - February 7, 2013 | Tickers: DCT, DLR, PLD

    Global economic conditions have not been so stable in last couple of years. In the present scenario, the US economy is showing signs of recovery, but the market is still not supportive of high investment in bonds. This is mainly because the Fed is focusing on keeping the interest rates low. Under these circumstances, REITs are proving to be the next best alternative for investors looking for high yields and more »

  • Investors Ignore Data Center Firms Spending Problems

    By Mark Holder - January 24, 2013 | Tickers: COR, CONE, DLR, DFT, EQIX

    Has a leading data center firm finally seen the stock stall after a strong year of gains? Equinix (NASDAQ: EQIX) now trades at a phenomenal 67x forward earnings yet investors apparently can’t get enough of the stock with it up 120% since the start of 2012.

    While the stock surged to a multi-year high last week, the data center firm continues to spend more on capital expenditures than operations more »

  • This Cloud Company is Primed for a Pop

    By Piyush Arora - December 18, 2012 | Tickers: DLR, EQIX, RAX

     

     
     

  • Why Retail and Data REITs Are a Buy

    By Steve Peasley - December 14, 2012 | Tickers: DLR, O, SPG

    Editor's Note: The initial post incorrectly stated that DLR had not raised their dividend payout in several years. This is incorrect, this version has been corrected.

    Now is the time to buy real estate investment trusts, especially in growing sectors like Internet data centers and recovering ones like retail.

    The income-starved investor needs help amid low rates and cannot take a lot of risk. With U.S. Treasury bonds more »

  • Three REITs to Consider and Two to Avoid

    By Reuben Brewer - November 20, 2012 | Tickers: CCG, DLR, O, WSR

    I like to examine the portfolios of mutual funds to get new investing ideas. With the recent sell off in dividend paying stocks, I looked at Lazard U.S. Realty Income Fund (LRIOX). A few names that stood out in this top-performer's portfolio where high-yielding Whitestone REIT (NYSE: WSR), technology focused Mission West Properties (Nasdaq: MSW) and Digital Realty Trust (NYSE: DLR), student housing specialist Campus Crest Communities (NYSE: CCG), and triple net lease giant Realty Income Fund (NYSE: O), which I happen to own.

  • Rackspace and Equinix, a Tale of Two Cash Flows

    By Lee Samaha - May 11, 2012 | Tickers: DLR, EQIX, INXN, RAX | Editor's Choice

    Superficially, Equinix (NASDAQ: EQIX) and Rackspace (NYSE: RAX) have a lot in common. Both are high growth plays in the cloud computing sector. They also seem to be in similar stages of development in their industry life cycle. In other words, they are generating high revenue growth, but little cash flow. However, I would argue that they have different business models and, going forward, we could see divergence in some more »