Data Center REITs
Case studies in data center reits.
Digital Realty Trust — How Much Capacity Should DLR Commit?
Digital Realty Trust (DLR) has expanded its development program while demand for data-center capacity is growing and uncertain. A hypothetical investment committee must set the policy for the next wave of commitments: how much capacity should DLR advance toward full construction before customers have signed leases, and what evidence should be required at each step? Read case
Equinix: Where should the next capacity dollar go?
Equinix has to serve two related but different markets. Its IBX data centers sell retail colocation and interconnection to a broad customer ecosystem. Its xScale facilities are designed for core deployments by a targeted group of hyperscale customers. A hyperscaler can use both, but the company’s disclosures do not show how much value one product creates for the other. Read case