Digital Realty Trust, Inc.

  • Reaching for the Summit on Iron Mountain

    By Kells Hetherington - August 27, 2013 | Tickers: DLR, UFS, DFT, IRM, WY

    Investors' long ascent up Iron Mountain (NYSE: IRM) was stymied by the IRS, which issued a "tentatively adverse" ruling in response to the company’s planned conversion to a Real Estate Investment Trust (REIT).  The day the IRS news was made public, shares of IRM plunged 16%.  However, the pending IRS decision on Iron Mountain is a paradox from which investors are set to profit.


    Iron Mountain stores paper documents more »

  • Should You Rent or Own a Data Center REIT?

    By Bob Chandler - August 17, 2013 | Tickers: DLR, DFT, EQIX

    When the Federal Reserve recently hinted that a reduction in their monthly bond-buying program is likely, the move shook the entire stock market. Assumed interest rate sensitive areas like the real estate investment trust (“REIT”) sector was especially hard hit. For example, the iShares DJ US Real Estate ETF, one of the largest in the REIT category, dropped about 16% over the last few months.

    As REITs took their lumps more »

  • Will the Fed Taper Doom These REITs?

    By Bob Ciura - August 16, 2013 | Tickers: DLR, HCP, O

    Talks of the Fed taper, in which our central bank winds down its long-held practice of monthly bond purchases designed to stimulate the economy, have caused the markets to whipsaw over the past couple of months.

    The stocks receiving the brunt of the carnage have widely come from the market’s higher-yielding sectors. One such sector getting hit hard is real estate investment trusts, or REITs.

    However, the industry fundamentals more »

  • Which of These REITs Is Cheap Enough to Buy?

    By Bob Ciura - July 26, 2013 | Tickers: DLR, HCN, O

    One asset class that has received extra attention from investors over the past year, because of their tendency to provide market-trouncing dividend yields, is real estate investment trusts (REITs). These companies invest in real estate properties, and can offer such attractive yields because they are required to distribute 90% of their income to shareholders as part of their favorable tax structures.

    Many REITs are on a tear since the beginning more »

  • Can This Retailer "Build" a Profitable Future?

    By Bill Stoller - July 17, 2013 | Tickers: AMT, DLR, SHLD

    Predicting what Sears Holdings (NASDAQ: SHLD) might look like in three to five years brings to mind the parable about the blind man and the elephant.  It really does depend upon which part of the Sears story you feel most comfortable grasping.  We all know that Sears has been struggling to become more competitive with fellow retailers:  Wal-Mart, Target, Macy's and Kohl's.   Sears has also rolled out a more »

  • 3 High Yielding REITs with Sticky Tenants

    By John Park - July 16, 2013 | Tickers: DLR, GOV, HCP

    As a landlord, perhaps the most important factor to your success is choosing your tenants wisely. Irresponsible tenants who trash your property, don’t pay their bills and refuse to renew their leases can seriously crimp profits. In this article, I highlight three high-yielding real estate investment trusts (REITs) with a tenant base that should be the envy of any landlord. While all three REITs serve different industries, they share more »

  • SPO Advisory Takes 5.6% Stake in This Tech Company

    By Meena Krishnamsetty - July 14, 2013 | Tickers: COR, DLR, DFT, EQIX

    According to a 13G recently filed with the SEC, SPO Advisory -- an investment fund managed by John Scully -- controls a total of nearly 2.8 million shares of Equinix (NASDAQ: EQIX), a $9.1 billion market cap data center services company.

    In the fund’s 13F for the first quarter of 2013 (we track these quarterly filings as part of our work developing investment strategies; we have found, for example more »

  • REIT Investment Opportunities Continue to Become More Diverse

    By Brian Shaw - July 3, 2013 | Tickers: AMT 131116P00072500, DLR, PCL, VNQ, WY

    Traditionally, companies that own office buildings, shopping malls, and apartment complexes have been the most likely to be structured as real estate investment trusts (or “REITs”). However, there has been a trend in recent years for a much broader range of companies to make the conversion to a REIT structure. This conversion process has been so widespread that the IRS has begun to ramp up scrutiny of the application of more »

  • Trading the Rise in Interest Rates; More Pain Ahead for REITs

    By Ryan Glosier - July 1, 2013 | Tickers: DDR, DLR, EPR, NNN

    Increased volatility has swept across major asset classes in recent weeks and this means more opportunities for active investors. The CBOE Volatility Index (VIX) was recently trading above 20, at the high-end of its 52-week range. In addition to a sell-off in stocks, there have also been major gyrations in bonds, commodities, and currencies. In particular, precious metals have plunged and interest rates have been rising sharply.

    Making the atmosphere more »

  • Amazon and Sears: Strange Bedfellows or a Match Made in Heaven?

    By Bill Stoller - July 1, 2013 | Tickers: AMZN, DLR, SHLD

    Sears (NASDAQ: SHLD) is struggling to be a relevant and profitable retailer. Its quarterly sales have decreased steadily for 24 consecutive quarters. Sears most recently reported a $247 million loss of $2.63 per share for the quarter ending May 3. The company's SEC filings reveal a significant amount of debt, as well as substantial pension fund liabilities. Sears still controls valuable consumer brands:  Craftsman, DieHard and Kenmore as more »

  • 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 Bob 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 »

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