Reddit Posts
[DD] Riot Platforms ($RIOT): From Bitcoin Mining to AI Data Centers — A Potential Inflection Point
Wells Fargo Thinks AI Stocks Win in War And They Might Actually Be Right
Geopolitical uncertainty creates attractive environment for AI trade - Wells Fargo
Digital Realty Trust Q1 earning preview (NYSE:DLR)
Digital Realty issues mixed 2023 guidance, after Q4 2022 missed on FFO (NYSE:DLR)
Big bank in China just made a change in how much money called yuan is worth compared to dollars! What's next.
Digital Realty strikes power purchase deal with global energy firm ENGIE (NYSE:DLR)
Mynaric- the german Lasercommunication Startup
$DBRG DigitalBridge is the next $AMT American Tower
Digital Realty (DLR) Current Yield and Dividend History
Mentions
Correct. DLR is a beneficiary of the low vacancy via their real estate holdings, which is why I mentioned vacancy in response to the “building hundreds of DCs with no real customers” comment. My perception is that the builders of the DCs, the DC REITs, have been doing fine and are enjoying low vacancy. I see what you’re saying, which is more about the tenants of the DCs and their inability to convert the rented space into more meaningful revenue to the firm.
DLR is a DC Reit, not a hyperscaler.
I’m in Thailand on shitty WiFi but I think DLR is doing fine
Well, firstly it important to keep in mind tax implications/efficiencies: much better off holding this in a tax advantaged account IF you are gonna own it at all. Secondly, REITs really care about interest rates. Rising rates means higher borrow costs. Rates are going up due to inflation more than because the economy is booming, so harder for REITs to charge more and offset the increased borrow cost. Data Ceter REITs are better at managing this aspect. Energy costs are going to be the biggest drag (currently \~25% of their operational revenue). DLR also likes to issue new shares to raise capital, so there is dilution risk. I probably wouldn't make it more than 5-8% of my portfolio depending on what else you are holding.
Sold all my Microslop for DLR data centers baby!
I actually dont think the drop was caused by a fear of rate hikes…at least not entirely. The reason is that a lot of my REITs like O, VICI, EPRT, etc went up about 3% on Friday, and traditionally real estate stocks are very sensitive to rate increases. I think in particular the AI trade got spooked hard. Theyre overleveraged and not bringing in enough money to justify that level of CapEx, and many of these companies are priced at assumptions 5+ years in the future and increasing constantly every year. Google and Meta saying they need more capital isnt a bad thing in a vacuum, but it is showing the market that squeezing earnings out of that CapEx spend is more expensive than they were assuming, and without a guarantee of cheap fed money all those overinflated future earnings are more at risk for companies focused on data center buildout. I also want to point out that there were some REITs that dipped Friday…data center ones like EQIX, IRM and DLR. meanwhile the rest of the sector was up (check VNQ for example).
# Real Estate (3 stocks)Equal-weight: +4.97% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**CBRE**|CBRE Group, Inc|$164.06|$146.22|\-10.87%|$196.00| |**DLR**|Digital Realty Trust|$152.47|$196.34|\+28.77%|$210.00| |**TRTX**|TPG RE Finance Trust|$8.70|$8.44|\-2.99%|$10.50| |**Category Average**|—|—|**+4.97%**|—|
# Real Estate (3 stocks)Equal-weight: +4.97% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**CBRE**|CBRE Group, Inc|$164.06|$146.22|\-10.87%|$196.00| |**DLR**|Digital Realty Trust|$152.47|$196.34|\+28.77%|$210.00| |**TRTX**|TPG RE Finance Trust|$8.70|$8.44|\-2.99%|$10.50| |**Category Average**|—|—|**+4.97%**|—|
# Media & Telco |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**T**|$18.40|$22.15|\+20.38%| |**GOOGL**|$168.40|$189.20|\+12.35%| |**DLR**|$152.30|$175.40|\+15.17%| |**DIS**|$105.40|$122.10|\+15.84%| |**ROKU**|$62.10|$58.40|\-5.96%| |**Category Average**|||**+11.56%**|
Norbert's gambit. Buy [DLR.U.TO](http://DLR.U.TO) in USD, sell [DLR.TO](http://DLR.TO) CAD
Thought REITs would like the bad job news but I guess not. PLD down 3.3% and STAG down 2.4% which is how they behave during a crash. But DLR and AMT are up a little.
Is $CRWV, $DLR Spongebob?
This means WSB's favourtie - IREN, APLD is going to toilet while EQIX, DLR, IRM are beating the market
#TLDR --- Ticker: EQIX / DLR Direction: Up Prognosis: Rotate profits from Chips (NVDA) into Data Center REITs Reality Check: AI needs a house and electricity, not just a GPU
Which contradicts your post, because with the exception of Office reits(which trade at very cheap valuations), REITs fit the definition of "hard asset, low obscelescence" more than any other industry. I mean, even datacenter REITs like DLR and EQIX have gone nowhere the past 1-5 years, even as datacenter demand has been skyrocketing. I can definitely see a lot of opportunity in the REIT space right now.
yeah I bought DLR at $165 and ES at $68 today thinking boomer dividend stocks won't drop more, boy what I stupid.
I converted like 20k from CAD to USD when DLR was at 14.04. My bad.
DELL and HPE aren't bad stocks, but IMO they're lower margin commodity players so I don't hold them for this purpose. They assemble servers but they aren't real picks and shovels or full providers to address the bottlenecks, so personally don't fit my strategy. IMO the better plays there are VRT, and though volatile and risky: CRWV, APLD, IREN, NBIS. I also hold ETN and VST in that space, and keep a small DLR position for now. I'm just not convinced that server assembly is the winning move. They're kind of stuck between hyperscalers who are eventually going to be building all of their own datacenters and the neoclouds who are filling that gap for now.
I can’t speak for parks as a whole but in the US both parks are seeing declining revenue and attendance. While the theme park business was always their moat or financial fortress it’s starting to see cracks given the current economic environment. Again that’s speaking purely about DLR and DWR.
That isn’t my main issue. There is no “main issue” that if resolved would make me less bearish. It’s a total clusterfuck that has been relentlessly pumped by fintw*ts. To be clear: - I don’t disagree there’s massive demand for AI infra. That’s kind of the problem: everyone sees it. You’ve already got incumbents like Equinix / DLR and the hyperscalers themselves building and leasing capacity. The basic economics – insane capex, brutal depreciation, constant need to re-up for the next generation of GPUs – are the same for NBIS/IREN as they are for the REITs Jim Chanos was slagging off. He literally called the legacy DC business “one of the worst business models” he’d ever seen because of the capex, depreciation and thin real margins. - If you’re going to argue these guys aren’t just glorified colos, the only place the bull case can really live is “our software is special”. But software is the easiest bit to copy. If it’s really so differentiated and high-margin, nothing stops Equinix, Oracle, the hyperscalers or the next ex-bitcoin miner from slapping the same orchestration layer on top of their racks. Nebius itself is already running GPU clusters inside an Equinix DC in Paris – so clearly there’s nothing magical in the physical layer. - You mention debt, which is fair. IREN is at least partially funding this with equity and pre-payments instead of going full rtrd mode like CRWV did. But “less leveraged” doesn’t automatically = great investment. You still have a business where the capex bill is in the billions and you’re constantly refreshing hardware that falls off a cliff in resale value every couple of years. - One of my big gripes with the NBIS hype is people talking like renting out GPU capacity is some never-before-seen innovation. Falling over themselves because they only have the capacity to absorb information from fintw*ts on X. Colocation and cloud providers have been doing this for years. Equinix, DLR etc are literally built on it. The fact that a bunch of ex-bitcoin miners are now also renting GPUs doesn’t magically change the structure of the industry, it just means more players chasing the same contracts in a capital-intensive, low-moat game. - Your argument basically assumes an endless wave of new builds as far as the eye can see. My bet is that a huge part of the story from here is squeezing more out of the existing footprint – better chips, better power delivery, better cooling, higher utilization – rather than covering the planet in brand new AI sheds. If that’s roughly right, then again I’d rather be in the efficiency/picks-and-shovels names than the guys promising 10x capacity expansions every couple of years. - On the Russia angle. I’m not saying “geopolitics bad, therefore sell everything”. I’m saying NBIS specifically is carrying baggage that most other names don’t. This is a company that literally was Yandex N.V. – the Dutch parent of Russia’s biggest tech firm – and had to carve off all its Russian assets after the invasion to get re-listed as Nebius. You can believe the clean break story if you want, but markets don’t just forget that history overnight. “Every stock is exposed to geopolitics” is not the same thing as “every stock used to be the holding company of a Russian tech giant that got nuked by sanctions”. So yeah – my issue isn’t “these companies rely on others, therefore doomed”. It’s that: - They’re in a brutally capital-intensive, rapidly obsoleting business; - They have no obvious moat beyond some software glue that can be copied; - There are already bigger, better-capitalized incumbents in the same space; and - In Nebius’ case you’ve got all of that plus a very specific geopolitical backstory and a lot of current hype baked into the price. And just to add - I’m not anti–data center, I’m picky about where the value sits. I actually am interested in the data-center theme, just not at the “GPUs in a shed” layer that has the lowest barrier to entry and the only precursor to participation is access to GPUs. I’d rather own the picks and shovels: power and cooling (Vertiv), semis that make the power delivery and efficiency better (Monolithic Power, etc.), the boring “get massive amounts of power and water to the site and keep it running” firms (Ferguson, Xylem). That’s where I think more of the durable value accrues versus whoever happens to be hosting the current generation of Nvidia cards.
I compared this to DLR with 60 billion Market Cap. If they get 10% installed power and will probably double this in the next year's it seems to 4 to 6 billion can be reached. This is of course my opinion. And we are talking about market cap...not revenue. Tesla ist far over the revenue...and trading so high.
my DLR calls flying 📈
AMZN has AWS. MSFT has Azure. GOOGL has GCP. ORCL has OCI. In years past, most companies invested in one of the above solutions, simply because it was a lot more effort to scale across them. In more recent years, companies (typically larger with low downtown toerlance) have leveraged multiple cloud providers for resilency, redundancy and cost savings pressure. It's also much eaiser to do this with both infrastructure as code (IaC) and AI. Of course you still have companies that run their own datacenter footprints (typically alongside a cloud deployment) whether it be in their own space or leased through EQIX/DLR and the like.
Ugh, was slowly buying DLR shares at 169 and now it fucking popped. 😡
I am already in DOCN and DLR, so I will add it to portfolio
I’ll check that out, but you need to be careful with these DD’s. Those articles are pure analyst speculation, not official announcements from ORCL. This is an article direct with quotes from Ellison. Catz notes in this article that Capex increased due to hardware spending, and the article also notes their data center capacities. Where do you see a quote from Catz stating they don’t own data centers? Cause that goes directly against what Ellison has said. I was wrong about one part, Ellison does state they rent at times from some partners, but these are global real estate developers (DLR, Equinox) So I’m guessing that’s where APLD subreddit is guessing the speculation with ORCL is, but APLD isn’t close to the same scale as a global giant like DLR so still very unlikely. APLD’s centers are way too small for ORCL’s load. APLD has a total of 800 MW , 400 which is already leased out to CRWV. ORCL is in the market for 5 GW lol, so roughly 13x what APLD currently has. So I highly doubt it’s anything with ORCL. https://www.datacenterdynamics.com/en/news/oracle-will-build-more-cloud-data-centers-than-all-our-competitors-combined-says-larry-ellison/?utm_source=chatgpt.com
Also DLR.U and DLR to exchange money to USD to avoid the FX spread.
I think intentionally devaluing the dollar holds investors hostage into markets (and out of cash). There is not really many alternatives to being in markets, even if you don't have faith in the economy. I'm mostly divested from US markets, and instead in Developed Market ETFs and Canada (I'm Canadian). I've done better than if I had stayed in VTI. https://imgur.com/muayxah * XIC is Canadian Market ETF * XEF is Developed Markets (non-NA) ETF * DLR is the USD in CADs * FXE is the Euro in USDs
I like REITs, they’re only like 5% of my portfolio. Thought I had a higher allocation so I’ll probably start buying more now. I’m in on PLD, EPR, IRM and DLR. So still kinda heavy into the AI game, I’ve done pretty well on these picks but again I thought I had a more variety here. Will have to look into some other options, office/residential isn’t my fave but maybe I’ll find one I like.
Norbert's Gambit works by buying a US-listed ETF like DLR.TO on the Toronto exchange, then journaling it to the US side and selling. Minimizes currency conversion fees. Questrade and some brokers make this easy. Just ensure you understand the steps and transaction timing. Typically saves significant money compared to bank conversion rates. Recommend watching some YouTube tutorials for precise execution.
Digital Realty (DLR) down 6 of the last 7 weeks. Kinda wild.
RAX and SVVS are garbage models. AKAM is a completely different space. CRWV aims to be AI/GPU hyperscaler. It's more comparable to MSFT AMZN GOOGL public cloud compute. Only difference is CRWV does GPU, whereas the others CPU and GPU. EQIX and DLR are very successful companies in their own rights. But they are drops in the bucket compared to the hyperscalers. That's the point I was trying to make; only so high of a ceiling when you supply a commodity for the customer to work their magic on, versus supplying a platform that does much of the heavily lifting leaving the customer to mainly focus on their product/service. Also EQIX is the very best - I don't think you can really use that as a measuring stick. It's like saying the new streaming company will be NFLX or the new semi company will be NVDA - these are generational leaders.
>This is similar to colocation model of a EQIX or DLR >I'd much rather invest in a full stack solution such as CRWV or NBIS. It seems like the colocation companies did significantly better. And WULF is starting from $4.5B today while NBIS/CRWV are already at $14B and $31B. Colocation / bandwidth heavy (Wulf analogues): * Equinix (EQIX): ~$80B. * Digital Realty (DLR): ~$40B+. Managed hosting / service layer (Corweave analogues): * Rackspace (RAX): peak cap ≈ $7–8B before going private in 2016. * Savvis (SVVS): peak < $5B, bought for ~$2.5B in 2011. * Akamai (AKAM): peak 2000 valuation ≈ $30B, still public ~$15B today.
Appears that WULF is renting out excess AI compute to Fluidstack, who will provide the "AI services" layer on top. This is similar to colocation model of a EQIX or DLR - they provide the hardware stack, the customer deploys their software solution on top. I'd much rather invest in a full stack solution such as CRWV or NBIS. In this case the company is working in unison, creating higher margin and capturing entire revenue and potential profit pool. If split in two, sure the sides have incentive to work together, but also to squeeze as much from the other.
I still don’t have a good understanding why DLR and EQIX continue to churn lower.
DLR tracking for five straight down weeks, wow. That’s kinda insane.
I’m using questtrade, and yeah i think I’ll end up buying the DLR.to since most people recommended that. I’m gonna do a little more research into it.
Ok thank you! I had no idea I could do it with TD, I’ll probably end up doing the DLR.to tho
DLR.to and dlr.u.to are most commonly used for Norvits Gambit. The only difference in name/lettering is that the one with the 'U' is in USD. So you buy DLR.to in cad (~$14/share), journal them into DLR.u.to shares, and then sell those shares for usd. This fund is essentially cash, so the couple day waiting period your are essentially sitting out of the market. You can also do this with other duel listed stocks (many banks, such as TD and td.to).
What brokerage are you using? You can buying something like DLR.TO It's based off currency so doesnt fluctuate a lot. You'll ask your brokerage to journal it to DLR.U. Once that settles, you sell it and now you have USD
DLR has been grinding low for couple weeks now. Data center REITS are so strange
DOCN is a very slow mover. I have it, but DLR has been better on returns. Also, if you are going to get into this play, look at ORCL as they are developing DCs for profit. Also, DELL for the hardware inside, EATON for the power, CSCO for the networking gear, and GRID for a spread play on the power.
lol DLR another good quarter, price upgraded, drops 3%
The logic you state seems a bit circular. Yields remain high due to lack of confidence in US monetary/fiscal policy and near-term trajectory. If confidence is restored you'll see yields come back in line to rough parity with something like Canadian yields. It's definitely fairly unprecedented when looking at DLR-yield correlations historically but these are very special times at the moment. You mention an unexpected move from Powell and I'm curious what you mean by that. If he lowers rates I think that could send yields upwards in expectation of much greater inflation.
Digital Realty (NYSE: DLR) is a real estate investment trust (REIT) that owns, manages, and develops data centers. They provide data center, colocation, and interconnection solutions to a variety of industries, including cloud, IT, and financial services. Digital Realty operates globally, with over 300 facilities across six continents. Marvell does a lot of semiconductor work for data centers as well. There’s several companies that will be busy building the infrastructure but the big players do both themselves (construction and operations).
Big data, infrastructure, chips (AMZN, GOOG, ORCL, MSFT, NVDA, AMD, DLR)
Equinax gets downgraded and DLR dumps, so are companies building their own datacenters now?
Listen to me if you want to make money: Buy REITS they are extremely undervalued and have dividends dates soon COLD DOC OWL VICI DLR
I had a bunch of great picks but always sold them too early. Made enough on TSLA pre-covid to use for a down on a used Prius. Not too shabby. AMD was sold before they took off, and then made a few thousand more recently. Held intuitive surgical from the beginning but sold it before they hit the big time. Bought Ford in 2008 below $5 and sold it in the teens. Bought 10k shares of IMGN in the $2 range and watched it hit $40 then quickly back to under $10. Held and added shares for decades of dilution before they got bought out in the $20s. I think gross proceeds were $3-400k but I would have had far more if I just held s&p all those decades. Best investment is probably DLR, bought a boat load pre-covid and I'm still getting a nice dividend from them. The income portion of my portfolio is also a bit of a surprise for me. My current estimated annual income is just under $70k, but I remember not long ago having trouble hitting $10k estimated annual income.
PBOC SETS YUAN MID-POINT AT 7.2074 / DLR VS LAST CLOSE 7.2925 China just fixed the yuan stronger… Basically saying: “We don’t care.” No panic, no devaluation — just a flex. 
PBOC SETS YUAN MID-POINT AT 7.2055 / DLR VS LAST CLOSE 7.2990 
I work in asset management as a risk manager. 20 years of experience. I would shift the geographic breakdown of your portfolio to a less US-centric approach. What you do keep in the US, focus on the mega caps in the equity space. Stay away from lower investment grade or junk corporate credit. Personally I have shifted some assets into Bitcoin (and this as a long-term skeptic of cypto in general). This is more of a play on the decline in the USD than some firm belief in BTC's future. The only part of real estate I would want anything to do with is data centers (DLR, EQIX). I would lower risk in my portfolio generally. Larger % in cash (short-dated USTs and HY savings accounts). I'm looking at government bonds in UK, New Zealand, Norway and a few others.
Most companies don't want to host with providers that have to be so oppressive with free speech. I'd stick with a stock like DLR.
I really like your portfolio, especially how you're getting some international exposure in some of the few companies worth having a position in. You are a little too heavy in tech imo. I'm not sure I would sell any of your existing positions there, but I wouldn't add any more to them without first investing into another sector. Personally, I would choose an industrial or consumer defensive stock. I'm also not a fan of UNH. I would replace it with a pharma giant like PFE, GSK, or GILD. Alternatively, maybe some sort of real estate like DLR, AMT, or PLD.
Meta's AI is already opensource, also META is an "AI User," which actually benefits from faster AI development. Many AI stocks aren't actually down, because they're "AI consumers" like Servicenow. The most vulnerable is obviously going to be Nvidia (because developing AI seems to become cheaper) and data center adjacent developers like energy producers. VRT, ANET, FN. Data centers are down big right now (DLR, EQIX)
VRT, ANET, DLR, EQIX all down big, data center stocks are gonna to get crushed more
The more successfull businesses tend to own their own properties as it obviously helps with margin and profits - take your COST and HD for example. I work in tech and all of big tech builds their own internal software tools, they don't buy it from a 3rd party for the same reason. So yes I'd agree that their tenant list is not comprised primarily of tier A clients, perhaps not even B. But if you were to take a distrubtion of number of brick and mortar retail in in A/B/C/D tiers, the majority are going to fall in B/C/D. I've never really thought of it as culty. But you probably see it mentioned often because the yield is high, the share price is moderately stable, and dividend amount has consistently increased for over 20 years. How many other REIT can you find me that fit all of this criteria (even you were to soften the duration)? I own other REIT's with much lower dividend yield (AMT/CCI/DLR/EQIX) but more capital appreciation. It just depends on what you need. If it's income, O has been a fairly reliable source.
CRDO is an ancillary AI play like VRT, DLR, SNOW, PLTR, etc. It didn't have a chance to run up yet.
Best: $DLR. I got pretty lucky and started scooping it up right at its bottom in 2023. My cost basis is $105 and I’m up about 80% and currently getting an above 5% dividend. Surprising I never see it mentioned on Reddit. Their CEO is great and growing the company while minimizing debt. He’s been doing an amazing job. Worst: $PLUG. I got it as a free stock for downloading Robinhood. It started taking off in 2020 so I started putting a lot of money into it. Eventually the stock crashed and I learned an expensive lesson on managing cost basis and differentiating between legitimate businesses and stock pumping scams.
I think $DLR $VRT are the best names and of course $NVDA. I also play with ETF like $AIQ
Time to buy some more DLR REIT stock then.
I own DLR and IRM, they are both benefiting from data center buildouts yes.
Dell, HPE, VRT, DLR
consider Real estate syndications, they could give you significantly better returns than equity Real estate investment trusts, and give you a lot of tax benefits due to depreciation offsetting your income. My average annual return on syndications has been around 13% per year higher than the SP500 returns over the past 30 years, so 24% vrs 11%, It is also passive compared with actively owning and managing your own real estate, but it is not without significant time spent doing due diligence on each project to determine whether it is firstly a safe and then secondly a profitable investment. if interested check out BiggerPockets and passive pockets for more info and particular investments and read the book, Investing in Real Estate Private Equity: An Insider’s Guide to Real Estate Partnerships, Funds, Joint Ventures & Crowdfunding Paperback – May 18, 2018 by [Sean Cook](https://www.amazon.com/Sean-Cook/e/B087D5LZCP/ref=dp_byline_cont_book_1) (Author) equity REITs are not bad either, They have returned 3-4% more than sp500 over the last 20/30/50 yr periods, (NAREIT study 1974-2021) and you can buy an ETF basket like VNQ or IRET to be quite passive, or research and study individual REITS like O, PLD, REXR, ADC, VICI, BSRT, DLR to get exposure to different asset classes within real estate. good luck :)
What's the difference between exchanging from $CAD to $USD using my broker? Or using DLR method? Like buying DLR in CAD and telling my broker to sell in $USD?
I’ll probably get downvoted cuz people hate it, but most of these I got from the Motley Fool. I started out listening to their podcasts (motley fool money and rule breaker investing), then my grandfather had a subscription and let me use it and I liked their analysts videos so I got the cheapest subscription. People hate it bc their advertising is aggressive and they promote a ton of hype stocks that are extremely over valued. But I learned to weed those out, from buying into some and losing money. There are a few specific analysts I like that have similar investing strategies as myself so I take some of their ideas. I always do my own research too and try to avoid their overhyped stocks, super expensive stocks and unprofitable/pre revenue stocks. I like to buy and hold then DCA/add to the winners. However, like you I sometimes struggle to buy more when they’re performing really well. Like AXON and IRM have done really well for me, but I just can’t seem to get myself to buy more bc of the price and how fast they went up. But companies like HD or DLR that just steadily beat the market without crazy jumps I was able to add up on. Sometimes I do some trading, usually end up regretting it bc I miss out on gains. So I’m trying to teach myself to just buy and hold. Don’t add to losers, but add to winners when a good opportunity arises. This is another reason I like the Motley Fool, they have a live show every morning for subscribers and many of their analysts have this approach and help keep me calm when the market is volatile. They discuss some of their winners and how companies like Netflix have had 5 70%+ drawdowns over the last 15 years, but if you help the whole time you’d have really great returns. If you added when it dropped (or after as it starts to recover), then you’d be very wealthy after awhile. If you don’t add to losers, then they tend to not have a large enough impact on your portfolio to matter if they drop down 90% so why sell? An example for me is $ME I had a starter position just a couple hundred bucks and it tanked. I road it out for a m year at a 90% loss and selling wouldn’t matter bc it was like $20, on the off chance it became a real winner like a Netflix situation I still had it and could monitor it and add in if it did come around. I did end up selling for some tax loss harvesting. A similar situation was RKLB, I first bought in at like $15 a couple years ago. Road it all the way down to $3, but I really really was convinced in the company and even though it wasn’t a winner I added more to get my cost basis down to the low 4s, now it’s around $11-12 again and I think it still is a 10-20 bagger in the next 5-10 years. Sorry for the wall of text. TL;DR is to simply buy good companies at good prices. Do your own research. Invest for the long term.
Y'all freaking out about Tesla calls... Psh. Anyone else looking at DLR? They're freaking trucking rn.
Digital Realty Trust (DLR) and Equinix (EQIX) may be better suited for investors seeking long-term growth and capital appreciation with stable income.
Indirectly DTCR (Data Center & Digital Infrastructure ETF) is a sticky play on the growing thirst for data centers and their upkeep. While not the cheapest, 0.5 expense ratio isn't too bad given the specialty theme. All the big names make the list such as VRT AMT CCI DLR EQIX.
Yes you have to do that for Norbert’s Gambit unless you’re with RBC, in which case you can buy DLR and sell DLR.U immediately.
I'm being told to buy DLR shares, then call my broker and have them sell the DLR shares but in USD as that's a dual traded stock? Am I speaking gibberish or does this make sense
Some do, the DLR in London.
Besides the mentioned companies who else is going to benefit? Companies like DLR that are in the business of building data centers come to mind. What energy companies can profit from this growth?
On NBDB you can send them a message asking them to journal over a dual listed stock like DLR to the US ticker, then sell it for USD. It only costs $9.95 CAD on any amount. It’s called Norbert’s Gambit.
Because DLR doesn’t have a physical and data storage business line closing in at a 100 years old that is a cash cow and dumps revenues into IRMs coffers. Their cash flows are similar in data center revenue, but one has cash flow and committed clientele the other doesn’t. Trust me, I have spent way too much time on IRMs analysis. They are a bit overvalued rn but they have a long term growth play that’s pretty under the radar.
DLR builds datacenters; why isn't it a good comp?
Their FFO is how you should judge them because of the REIT tax status and how their organize their funds for investors to review. DLR and other “pure play” REITs are not good comparisons, IRM is more of a hybrid REIT and is very tough to judge against peers.
- tbf, they are somewhat of a "manufacturing company", so I think Altman Z could apply. - I found out about FFO today, so I have a poor grasp on it, but 2 things: 1. it appears to be a constructed number (i.e. non-gaap) 2. IRM's FFO per share ($3.69) is not good compared to PSA($16.79) or $DLR($5.66)
I think this is a typical case of DLR, Dont Look Right
DLR is a ticker for a US currency ETF that is commonly used for what you’re doing. It is traded in Canadian dollars. DLR.U is the same exact ETF, but traded in US dollars. The important part to know is that 1 unit of DLR = 1 unit of DLR.U. To go from CAD->USD you want to buy DLR, and then have your broker *journal the shares* to the USD version. That means if you have 100 DLR you bought in CAD, they convert them and you will now have 100 DLR.U you can sell for USD.
Can you ELI5. Buy DLR? is that Canadian? Or buy DLR.U? how much do I buy? What do I tell my broker?
Buy a dual-traded stock (DLR/DLR.U) and then call your broker on the telephone
Whatever you’re comfortable with. I have 2 ETFs (VYM & VNQ) and 13 stocks. MSFT, DLR and AMT are my largest positions. I like dividends, real estate (REITS) and growth stocks/ETFs.
Replace AGNC with DLR gives you real estate and tech all in one if you don’t know what they do the own data centers and rent them out
I think DLR could be a look..it’s a pure data center reit..same price it was BEFORE the AI boom..maybe could run to $200..who knows
Well, in terms of obvious companies there's: - https://en.wikipedia.org/wiki/Isar_Aerospace - https://en.wikipedia.org/wiki/Rocket_Factory_Augsburg - https://en.wikipedia.org/wiki/PLD_Space - Ariane of course But really, here's even a list: https://europeanspaceflight.com/top-european-launch-companies-of-2023/ DLR is also expanding
Realty Income is 70% of Morningstar's fair value and a five star buy right now, paying 5.8% dividend. They have a joint venture with Digital Realty (DLR). ​ >Realty Income and Digital Realty have formed a development joint venture to complete the build-out of a pair of data centers in Northern Virginia, the companies announced Monday morning. Nov 13, 2023
DLR REIT that owns the data centers that are then leased to tech companies.
MSFT GOOG AMZN DLR PLD just for data centers and server rentals and fees. GCP azure and AWS.
Electric utility in Phoenix ( PNW) I think will benefit from AI and the chips that will be built their. DLR as a data center as well.
Look into DLR. I’m accumulating shares in my boomer port. Data centers are going to play a part in this revolution
REIT.com has a database of publics you can invest in. Why do you find a 4% dividend appealing? Many of these REITs are holding depreciating assets that are managed with varying levels of efficiency or activity. The guaranty behind their dividend is lease payments, so lease term is where the value is- and that lease term burns off every month. CRE is in a very challenging place right now. Many syndicators are seeing their equity investors wiped out - see Tides in the most recent case - as they are forced to refinance their expiring low cost debt. Before you invest in an individual REIT make sure you understand their debt maturities, mark to market interest, WALT, tenant credit quality, and asset class exposure. Look into data centers, they were by far the best performing asset class last year. DLR, EQIX