Calls
2
Mark Ganzi
CEO, DigitalBridge
Win Rate
0.0%
return
-6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$190.00
-8.5%
Data center infrastructure offers attractive yields (8-12% cash-on-cash) backed by long-term leases (13-17 years), predominantly with investment-grade tenants like Amazon. A structural power deficit—data center leasing outpaces new U.S. grid capacity by 8-9 GW in 2025—creates a supply-demand imbalance that supports pricing power and stable cash flows. Publicly traded data center REITs (Digital Realty, Equinix) and data center CMBS provide liquid exposure to this long-duration, growth-oriented asset class.
Data Center REITs
Long
May 29
$1068.04
-4.5%
Data center infrastructure offers attractive yields (8-12% cash-on-cash) backed by long-term leases (13-17 years), predominantly with investment-grade tenants like Amazon. A structural power deficit—data center leasing outpaces new U.S. grid capacity by 8-9 GW in 2025—creates a supply-demand imbalance that supports pricing power and stable cash flows. Publicly traded data center REITs (Digital Realty, Equinix) and data center CMBS provide liquid exposure to this long-duration, growth-oriented asset class.
Data Center REITs
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Mark Ganzi has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: EQIX, DLR.
