It is hard to believe that it has only been a year and half since I started covering investing and business news for Data Center Knowledge readers. The six publicly traded data center REITs have seen multiple expansions, while Wall Street analysts and savvy retail investors have begun to overweight data centers.
The industry is evolving quickly, as more institutions, pension funds, and private equity firms view data centers as the premier opportunity for attractive risk-adjusted returns in commercial real estate. There have been dozens of mergers and acquisitions, as companies vie to grow market share.
The confluence of data centers and future 5G wireless networks could become disruptive, as privately held firms like Digital Bridge and EdgeConneX focus on wireless infrastructure and content delivery.
That is why we are rolling out DCK Investor Edge, the new weekly data center investing column, as part of Data Center Knowledge’s expanding coverage of industry news and events. The ability to closely cover news and developments across the full spectrum of private, non-traded, and publicly traded companies ideally will create an investing edge.
Read the first DCK Investor Edge post here: Why Money is Pouring Into Data Centers