Data Centers: The Billion-Dollar Real Estate Investment Boom
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 19 September 2024
⏱️ 51 minutes
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Summary
With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.
(The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)
Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:09.0 | And for our podcast subscribers, this is Invest Talk. Independent thinking, shared success. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Chief Executive Officer, Financial advisor, Justin Klein. |
| 0:36.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:39.4 | This is our Wednesday, September 18,, 2024, edition of Invest Talk, and happy Fed Day to all of you out there. |
| 0:47.3 | We had a nice 50 basis point cut, which the market was somewhat expecting. They were kind of on the fence but we did get that and |
| 0:56.7 | there will be market ramifications to that and we will discuss that. |
| 1:02.4 | But you know that's the headline you know the headline it's interesting |
| 1:05.8 | we obviously need to talk about it but ultimately long-term it doesn't really matter |
| 1:12.0 | that much. |
| 1:13.0 | Okay, what matters is the are the principles that you apply to your investment decisions, |
| 1:20.0 | your money decisions each and every day. |
| 1:23.7 | And it's not about chasing the headlines, |
| 1:26.7 | it's not about chasing the sexy stock or sector of the day, |
| 1:31.2 | it's about a down-to-earth approach to investing and that's what the show is about. I'm not Kramer. I am not banging bells and whistles. I'm here to educate you and further your knowledge base around the investment world around your money |
| 1:48.1 | okay and that's what this hour will be about Now to that end we do have a new wealth |
| 1:53.9 | webinar coming up on October 8th at 11 a.m. Pacific time. So I encourage you to |
| 2:01.5 | register by heading over to invest talk.com and this is going to be all about |
| 2:06.3 | your 401k and how to enhance your retirement savings and maximize that because that's typically the biggest source of |
| 2:16.7 | wealth in retirement for the average person is now you know therefore 401k |
| 2:21.4 | the 403b their their TSP, |
... |
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