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REIT Extends Rebound on Deutsche Bank Bull Note
Schaeffers Investment Research· 2025-01-15 23:54
Real estate investment trust (REIT) Digital Realty Trust Inc (NYSE:DLR) is up 3% at $179.15 at last glance, after an upgrade from Deutsche Bank to "buy" from "hold." The firm also lifted its price target to $194 from $185. On the charts, DLR has been moving steadily lower since its Nov. 29 record high of $198.00. Today's pop has the stock extending a bounce off the $170 level and 100-day moving average, however, as well as moving into positive territory for 2025. Year over year, the equity is up 29.3%. DLR' ...
Digital Realty Announces Pricing of €850 million of Guaranteed Notes due 2035
Prnewswire· 2025-01-08 05:05
DALLAS, Jan. 7, 2025 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today that Digital Dutch Finco B.V., an indirect wholly owned finance subsidiary of the company's operating partnership, Digital Realty Trust, L.P., priced an offering of €850 million aggregate principal amount of 3.875% Guaranteed Notes due 2035 at a price of 99.343% of the principal amount. The Euro Notes will be senior ...
Digital Realty Stock Gains 12.7% in 3 Months: Will the Trend Last?
ZACKS· 2025-01-03 23:46
Shares of Digital Realty (DLR) have gained 12.7% in the past three months against the industry’s 9.8% decline.Amid robust demand for data centers, Digital Realty is well-poised to grow backed by a diverse tenant base, accretive acquisitions, development efforts and solid balance-sheet strength.Analysts seem bullish on this Zacks Rank #3 (Hold) company, with the Zacks Consensus Estimate for its 2025 funds from operations (FFO) per share revised upward marginally over the past three months to $7.09.Image Sour ...
Digital Realty Trust: Textbook Short Squeeze (Playing With House Money Now)
Seeking Alpha· 2024-12-27 20:00
“Jim Chanos, founder of Kynikos Associates, now known as Chanos & Company, came out with his dataBack in October 2022, I wrote an article titled Digital Realty: Chanos Big Short = Buying Opportunity. Here’s what I said:This article was coproduced with Wolf Report.Introducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy ...
How To Become A Real Estate Tycoon (My Blueprint Revealed)
Seeking Alpha· 2024-12-25 14:27
Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.In a recent Seeking Alpha article someone asked me for a “synopsis of what working method has allowed me to become the epitome of producing relevant article”.Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers R ...
Digital Realty: Consistent FFO Results, But Common Shares Appear Overvalued
Seeking Alpha· 2024-12-13 02:36
Artificial Intelligence has proved to be one of the hottest topics and thus market movers in 2024. The global investments in the sector for the first three quarters of 2024 already surpassed the- I am a university graduate with a master's degree in both Physics and Financial Management. - Engaged as a full-time trader/investor for 10 years now, my primary work interest lies in exchange-traded and OTC fixed-income investment vehicles. I believe that my long-term love for maths, science, and problem-solving h ...
Should Investors Retain Digital Realty Stock in Their Portfolio?
ZACKS· 2024-12-12 01:06
核心观点 - 公司在全球数据中心市场的投资组合具有良好的增长潜力,受益于技术依赖的增加和企业数字化转型战略的加速 公司拥有稳定的租户基础,确保了稳定的收入来源 同时,公司通过战略性投资土地、基础设施和收购来推动增长,其健康的资产负债表也将支持其增长努力 然而,行业竞争和资产集中度仍然是公司面临的挑战 [1][2][3][4][5][6][9][10] 行业趋势 - 云计算、物联网、大数据以及对第三方IT基础设施的需求增加,推动了数据中心基础设施的需求 人工智能、自动驾驶汽车和虚拟/增强现实市场的增长预计在未来几年将非常强劲 顶级数据中心市场的需求强劲,尽管高入住率,这些市场仍在以更快的速度吸收新建设 [2] 公司优势 - 公司拥有高质量、多元化的客户基础,涵盖云、内容、信息技术、网络和其他企业和金融行业 公司在全球拥有超过5000名客户,并且客户数量在增长 许多客户使用公司投资组合中的多个地点,这确保了稳定的收入生成 [3] 战略投资 - 公司预计将通过战略性投资土地、基础设施和收购来推动增长 2024年第三季度末,公司以约1500万美元的价格收购了德克萨斯州理查森市的一块6.7英亩的土地,以支持开发超过80兆瓦的增量IT容量 同季度,公司以约4800万美元的价格收购了阿姆斯特丹Schiphol Rijk的一个现有数据中心的土地和外壳,该地点包含约15兆瓦的完全租赁容量 [4] 财务状况 - 公司拥有稳健的资产负债表,具有充足的流动性和多元化的资本来源 2024年第三季度末,公司持有现金及现金等价物21.8亿美元 公司的债务到期时间表合理,加权平均到期时间为4.7年,加权平均票面利率为2.8%,截至2024年9月30日,公司直到2025年初没有债务到期 [5] 资本回收 - 公司的资本回收努力旨在增强资产负债表实力并推动长期增长 2024年,公司预计将进行10亿至15亿美元的资产处置/合资资本 随着资产销售收益和签署租赁开始后的现金流增长,公司预计其净债务与调整后EBITDA的比例将有所改善 [6] 股价表现 - 公司股价在过去六个月中上涨了24.2%,而行业上涨了10.9% [7] 行业竞争 - 公司面临激烈的行业竞争 鉴于数据中心房地产市场的强劲增长潜力,预计未来一段时间内竞争将增加,既有现有玩家的竞争,也有新玩家的进入 在这种情况下,数据中心市场可能会出现激烈的定价压力 [9] 资产集中度 - 尽管公司一直专注于扩大其全球足迹,但其部分资产集中在某些地区 截至2024年9月30日,北弗吉尼亚州、芝加哥和法兰克福分别占公司总年租金的18.5%、7.5%和5.9% 因此,公司的业绩容易受到这些地区经济状况的影响 [10]
3 'Wide Moat' REITs (1 Is A Strong Buy)
Seeking Alpha· 2024-12-11 20:00
“Finding great businesses at great prices is the holy grail of investing. Yet surprisingly few investors focus on uncovering businesses with the potential to compound over time.”Sign Up For A FREE 2-Week Trial Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited access to our ...
Digital Realty Receives "Leader in the Light" Award for Eighth Consecutive Year
Prnewswire· 2024-11-21 05:05
Aaron Binkley, Vice President of Sustainability, appointed Chair of Nareit Real Estate Sustainability Council for 2025AUSTIN, Texas, Nov. 20, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced that is has been awarded the National Association of Real Estate Investment Trusts (Nareit) "Leader in the Light" award for data center sustainability for the eighth consecutive year. The awa ...
Digital Realty and OVHcloud to Deliver Secure, High-Performance Cloud Solution
Prnewswire· 2024-11-18 20:00
AUSTIN, Texas, Nov. 18, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the strategic integration of OVHcloud, a leading European cloud provider, into its ServiceFabric™ platform. This partnership will offer enterprises a secure, high-performance cloud solution with private connectivity, empowering them to accelerate digital transformation and seamlessly adopt hybrid IT strategi ...