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Takeaways From Luncheon Co-hosted by Cantor REITs and Bryan Loewen

Posted by Jeffrey Mayer on December 13, 2013
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Data Center Weather: Mostly Cloudy, with Partial Clearing in ’14
This week, Cantor REITs hosted a well-attended luncheon with Mr. Bryan Loewen, Head of the NGKF Data Center Consulting Group, for a real-time update on myriad data center industry conditions and dynamics, including leasing activity, transaction cap rates, supply/demand, global expansion, strategy evolution, pricing power, and regional conditions. While there are more moving parts in the data center backdrop than any other sub-sector we cover, we continue to back the overall viability of the REIT data center business model on the simple outlook for ever-stronger product demand. The outlook isn’t entirely sunny, however, as new supply, moving technology targets and potentially softening rent levels will likely continue to hamper outside perspective. That said, we view leasing concerns as minimal and believe healthy yields should remain intact. We reiterate our BUY ratings on DuPont Fabros (NYSE: DFT, BUY) and Digital Realty (NYSE: DLR, BUY)

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