Howard Hughes is evolving into a 'mini Berkshire Hathaway' by monetizing real estate assets to fund its insurance business, offering a significant long-term investment opportunity with execution risk.
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2 Data Center REITs to Watch Now
Oct 4, 2026
The creator discusses the current challenging environment for REITs due to rising interest rates, but highlights it as a potential buying opportunity for investors who focus on high-quality companies with strong balance sheets and well-laddered debt maturities. The discussion emphasizes the importance of dividend quality over high yield, warning against "sucker yield."
Linked Mentions
Tickers discussed in this post
Equinix is a buy due to its consistent growth, dividend increases, strong balance sheet, and a modest pullback, offering a potential 20% total return.
Digital Realty (DLR) is a data center REIT with significant demand and anticipated 17% growth in 2026, making it an attractive investment despite not being cheap.
Reality Income is highlighted as a dividend king with a strong track record of dividend increases, demonstrating the quality of dividends.