About this episode

Brendan Lynch discusses the growth opportunities for data center REITs driven by increasing AI demand and investor interest.

Brendan Lynch, co-head of U.S. equity REIT research at Barclays, discussed data center REITs on the latest REIT Report episode, noting that the sector is rebounding as enterprise AI demand accelerates, leasing pipelines grow, and investors seek more direct exposure. Lynch said the recent Blackstone Digital Infrastructure Trust (NYSE: BXDC) IPO shows “there are investors who are looking for a specific type of exposure,” in the data center sector, notably stabilized assets. Meanwhile, record de...

People in this episode

Guest: Brendan Lynch

Topics covered

• data center REITs
• AI demand
• investment opportunities
• leasing pipelines
• Blackstone IPO

Keywords

• data center REITs
• AI demand
• Blackstone
• investment
• leasing

Mentioned in this episode

Organizations: Barclays, Blackstone Digital Infrastructure Trust, NYSE, BXDC

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