Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here.
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June 12 - Hedge Fund Investor Letters, News
Trillions of dollars are flowing into data centers to keep up with growing demand amid the artificial intelligence boom.
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June 9 - Hedge Funds, News
US stock markets have been on a tear, extending last year’s rally and powering to record highs.
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May 27 - Hedge Funds, News
Data center stocks are getting more attention as the AI buildout keeps spreading beyond chips into the physical systems needed to run them.
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May 25 - Hedge Funds, News
On January 13, Andy Power, CEO of Digital Realty, appeared on a CNBC Property Play interview to discuss the state of data center real estate.
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May 12 - Hedge Funds, News
In a report last week, the Atlantic Council noted that the rise of artificial intelligence (AI) and global demand for cloud computing is rapidly redrawing the geography of digital...
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May 5 - Hedge Funds, News, Tech
Edge computing stocks are drawing more attention as more computing starts moving closer to where data is actually created.
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April 28 - Hedge Funds, News
In recent years, the data center industry has evolved from physical data storage facilities to a full-blown ecosystem in which other industries now play an important role.
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April 27 - Hedge Funds, News, Tech
Digital Realty Trust, Inc. (NYSE:DLR) Q1 2026 Earnings Call Transcript April 23, 2026Digital Realty Trust, Inc. beats earnings expectations.
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April 24 - News, Transcripts
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning...
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April 14 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) ranks among the best sustainability stocks to invest in. On February 5, Digital Realty Trust, Inc.
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February 27 - News
Sustainable investing, sometimes referred to as Environmental, Social, and Governance (ESG) investing, is essentially the assessment of both a company's financial performance ...
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February 26 - Hedge Funds, News
On February 6, TD Cowen raised its price recommendation on Digital Realty Trust, Inc. (NYSE:DLR) to $185 from $179. The analyst kept a Hold rating on the shares.
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February 21 - News
In its December outlook report, Morgan Stanley said that the balance of risks and opportunities in real estate is moving away from broad macro factors like trade uncertainty, ...
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February 20 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) is one of the best infrastructure stocks to buy right now.
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February 19 - News
Infrastructure companies are the backbone of industrial economies. These organizations build, own, or operate the long-life assets that economic activity depends on.
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February 18 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) is one of Goldman Sachs’ top REIT stock picks.
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February 10 - News
The US real estate sector entered 2026 with renewed momentum, clearer visibility, and growing optimism.
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February 9 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) Q4 2025 Earnings Call Transcript February 5, 2026Digital Realty Trust, Inc. misses on earnings expectations.
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February 6 - News, Transcripts
Digital Realty Trust, Inc.
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February 3 - News
The surge in AI data center buildout continued in late January, with demand signals extending beyond Nvidia's flagship processors.
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January 31 - Hedge Funds, News
On December 15, Phani Kanumuri at HSBC upgraded his rating on Digital Realty Trust (NYSE:DLR) from Hold to Buy.
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January 21 - News
The U.S. real estate market was already undergoing a normalization process in 2025, after exhibiting volatility during the prior two years.
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January 20 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) is one of the best dividend stocks in the real estate sector.
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December 2 - News
According to a report by the National Association of Realtors (NAR) dated November 15, the real estate industry may pick up sharply in 2026, which is a long-anticipated change...
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November 30 - Dividend Stocks, Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) ranks among the best sustainability stocks to invest in. Freedom Capital Markets maintained its Buy rating on Digital Realty Trust, Inc.
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November 19 - News
Sustainability investing, also called ESG investing, is an investment method that seeks to control risks associated with social issues, corporate governance, and environmental...
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November 17 - Hedge Funds, News
Digital Realty Trust, Inc. (NYSE:DLR) Q3 2025 Earnings Call Transcript October 23, 2025Digital Realty Trust, Inc. beats earnings expectations.
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October 25 - News, Transcripts
Digital Realty Trust, Inc. (NYSE:DLR) ranks among the best real estate stocks to invest in.
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October 2 - News
One of the worst downturns in decades continues to plague the US home sector.
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September 30 - Hedge Funds, News
Digital Realty Trust Inc. (NYSE:DLR) is one of the worst-performing data center stocks in 2025.
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September 30 - News
At the beginning of 2025, Goldman Sachs highlighted high-density data centers as critical to winning the global race to develop generative artificial intelligence.
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September 29 - Hedge Funds, News, Tech
Digital Realty Trust Inc. (NYSE:DLR) is one of the best data center stocks to buy now.
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August 23 - News
A century ago, railroads and oil pipelines defined economic strength. Today, that role is played by data centers.
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August 21 - Hedge Funds, News, Tech
[caption id="attachment_1202182" align="aligncenter" width="1456"] A close-up view of a technician installing a server in the data center facility, representing the reliable services...
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August 13 - News
The ongoing geopolitical tensions and rising tariffs place Real Estate Investment Trusts (REITs) once again on investors' radars. As per a CNBC report, U.S.
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August 9 - Hedge Funds, Market Movers, News
Digital Realty Trust, Inc. (NYSE:DLR) Q2 2025 Earnings Call Transcript July 24, 2025Digital Realty Trust, Inc. beats earnings expectations.
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July 29 - News, Transcripts
Digital Realty Trust, Inc. (NYSE:DLR) is one of Goldman Sachs’ top REIT stock picks.
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July 16 - News
Real estate investment trusts (REITs) are companies that own, operate, or finance income-producing properties.
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July 16 - Hedge Funds, News
Digital Realty Trust Inc. (NYSE:DLR) is one of the 10 best sustainability stocks to buy now.
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July 7 - News
As sustainability investing navigates through political and regulatory turbulence, the latest insights from Rothschild & Co Wealth Management Switzerland offer a timely perspective...
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July 5 - Hedge Funds, News
Philippe Laffont, the billionaire chief of Coatue Management, recently made an appearance on the All-In Podcast, a business and technology podcast hosted by four venture capitalists...
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May 29 - News
Oppenheimer recently initiated coverage of Digital Realty Trust, Inc. (NYSE:DLR) with an Outperform rating and $200 price target.
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May 29 - Market Movers, News
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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May 15 - Hedge Fund Investor Letters, News
Digital Realty Trust, Inc. (NYSE:DLR) Q1 2025 Earnings Call Transcript April 24, 2025Digital Realty Trust, Inc. misses on earnings expectations.
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April 26 - News, Transcripts
Although the spring housing season started off with more sellers and increasing homes for sale as pointed out by the chief economist at Realtor.com, Danielle Hale, home buyers...
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April 17 - Hedge Funds, Industries, News
In 2025, CBRE Investment Management sees the potential for global listed real estate to outperform broad equities and offer a differentiated total return as compared to the private...
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March 29 - Hedge Funds, News
The fast-paced advancement and adoption of AI raises questions about its regulation, impact on human capabilities, and global competition.
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March 25 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Real Estate Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 27 - Hedge Fund Investor Letters, News
Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the back of a new AI LLM model from Chinese startup DeepSeek.
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February 26 - Hedge Funds, News