There are some REITs to avoid in this continued “higher for longer” interest rate environment. These investment vehicles are particularly sensitive to rising interest rates due to their reliance on debt financing. In this economic climate, REITs with high leverage ratios, short-term debt maturities and limited cash flows may struggle to maintain profitability and dividend payouts.Moreover, certain sectors within the REIT universe are more vulnerable than others. For instance, mortgage REITs (mREITs), which ...

The Federal Reserve is not purposefully trying to crash the economy, but it might end up doing so anyway. Because out-of-hand government spending reignited inflation’s rise, the Fed is no longer eager to cut sky-high interest rates. It’s even being whispered the central bank could even raise rates again.Threading the needle between interest rates, politician-induced inflation and the economy is no easy task, and why central bankers are a problem for the average consumer. The whole enterprise can end up in a ...

Wall Street analysts forecast that Digital Realty Trust (DLR) will report quarterly earnings of $1.63 per share in its upcoming release, pointing to a year-over-year decline of 1.8%. It is anticipated that revenues will amount to $1.36 billion, exhibiting an increase of 1.8% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 1.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsidera ...

AUSTIN, Texas, April 24, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today that Susan Swanezy, a 30-year veteran of institutional real estate and infrastructure private capital raising, has been appointed to the company's Board of Directors as an independent director, effective April 23, 2024. "We are delighted to welcome Susan to our Board of Directors," said Mary Hogan Preusse, C ...

维护资本支出 - Equinix, Inc. (EQIX)的维护资本支出指控基本属实，公司的高倍数估值在调整重复资本支出前就已经很高[2] - Digital Realty Trust, Inc. (NYSE:DLR)可能将部分“维护资本支出”结构化为“扩张/增长资本支出”，这可能在DLR和EQIX两种情况下都存在，尽管不违反任何会计规则，但在我看来是一个负面指标[3] DLR基本面表现 - DLR的基本面表现不佳，尽管在“同资本现金净营业收入”和“自2015年以来实现最高现金续约差额”方面取得了出色增长，但核心FFO每股增长为负1.65%，2024年的核心FFO每股增长预期仍然低于2022年的结果和2023年初的指导[21] - DLR在未来几年将面临债务到期和需要以更高利率再融资的挑战，这将对公司的AFFO每股增长构成重大阻力[32] - DLR可能无法通过发行新股来减轻每股的负面影响，因为这可能导致债务每股增加，进而增加利息支出的负面影响[36] DLR市场定价 - DLR的市场定价被认为过高，公司的基本面可能无法从人工智能获得足够大的提升，尽管现金租赁差额有所改善，但空置率却在上升[44]

Artificial intelligence (AI) is Wall Street’s new obsession, with companies discussing the technology in a snowballing fashion and helping to keep market sentiment positive.Interestingly enough, there are several stocks investors can tap into for AI exposure, including Vertiv (VRT) , Digital Realty Trust (DLR) , Iron Mountain (IRM) , Modine Manufacturing (MOD) , and Comfort Systems USA (FIX) .For those interested in exposure to the technology, more specifically the data center side of things, let’s take a c ...

REIT行业积极因素 - REIT行业存在积极因素，尤其是在选择性投资和正确的REIT公司方面[2] - 大多数房地产领域仍表现良好，包括数据中心、工业物业、制造住宅社区和老年住房等[8][9][10] - REIT资产负债表目前处于历史最强劲状态，大多数公司负债较少，平均贷款价值比(LTV)仅为35%[12][13] 利率影响 - 高利率将导致低供应，对公寓和自存储REITs有利[4] - 利率很可能在短期内降低，这将对REITs产生积极影响[17][20] 估值和股票回购 - 相对于股票，REITs的估值目前异常低，许多公司正在进行股票回购以为股东创造价值[22][24]

数字化房地产信托公司（DLR）在丹麦托管AI超级计算机 - Digital Realty Trust（DLR）宣布将在丹麦哥本哈根的AI-ready数据中心托管全球最强大的AI超级计算机之一，NVIDIA DGX SuperPOD[1] 丹麦AI研究和创新领域取得重要里程碑 - 由Digital Realty、Novo Nordisk基金会、丹麦出口和投资基金以及NVIDIA合作，在丹麦的AI研究和创新领域取得了重要里程碑[2] Digital Realty的AI-ready基础设施支持强大系统 - Digital Realty的先进、AI-ready基础设施将为这一强大系统提供基础。由此合作形成的丹麦国家人工智能创新中心将加速医疗保健、生命科学和气候研究等领域的研究和创新[3] 丹麦研究人员将获得AI超级计算机和专业知识 - 丹麦公共和私营部门的研究人员将能够访问配备191个NVIDIA DGX H100系统的NVIDIA驱动的AI超级计算机，以及NVIDIA软件平台、培训和专业知识[4]

数字计算 - Digital Realty在丹麦哥本哈根托管全球最强大的AI超级计算机[1] - NVIDIA DGX SuperPOD超级计算机配备了191个NVIDIA DGX H100系统，集成了超过1500个NVIDIA H100 Tensor Core GPU[2] 技术支持 - Digital Realty致力于支持AI采用，去年推出了高密度互连解决方案PlatformDIGITAL®[3] - Digital Realty的KIX13数据中心成为全球首个获得NVIDIA DGX H100认证的数据中心[4]

公司介绍 - Digital Realty是全球最大的云和运营商中立数据中心、机柜和互联解决方案提供商[1] - Digital Realty通过提供全方位的数据中心、机柜和互联解决方案将公司和数据联系在一起[4] 财务业绩 - Digital Realty将于2024年5月2日市场收盘后发布2024年第一季度财务业绩，并将在当天下午5:00 ET / 下午4:00 CT举行电话会议讨论这些结果[1] - 投资者可以拨打电话参加现场电话会议，拨打+1 (888) 317-6003 (国内) 或 +1 (412) 317-6061 (国际)，并在开始时间前至少五分钟参考会议ID＃1322262[2] - 电话和网络重播将在通话结束后的一小时内提供，直到2024年6月2日[3]