Other Specialized REITs
Case studies in other specialized reits.
Iron Mountain: How much data-center capacity should it commit next?
Iron Mountain Incorporated (IRM) built its business around storing and managing physical and digital information. Its global data-center business had become an increasingly visible growth platform. Read case
VICI Properties: Where should the next dollar go?
VICI Properties had built its portfolio around long-term leases on casinos and other experiential properties. Its June 2026 filing described a portfolio that was fully leased and had a weighted average lease term of 39.6 years when extension options were included. The same filing showed substantial dependence on two gaming operators and the Las Vegas Strip. Read case