đŠ In this comprehensive video, Iggy from The Investing Iguana channel delves into the lucrative opportunities presented by the AI wave and its impact on the data center industry. With AI and machine learning technologies requiring massive amounts of data storage, data centers have become a crucial component in supporting this technological revolution. $Mapletree Ind Tr(ME8U.SI)$ $Keppel DC Reit(AJBU.SI)$
Iggy provides an in-depth analysis of four Singapore-listed REITs and business trusts that are well-positioned to capitalize on the growing demand for data centers. From Keppel DC REIT, Asia's inaugural pure-play data center REIT, to Digital Core REIT, sponsored by the world's largest data center owner and operator, Iggy meticulously examines their financial performance, portfolio composition, and growth prospects.
Additionally, Iggy sheds light on Mapletree Industrial Trust (MINT) and CapitaLand Ascendas REIT (CLAR), two industrial and business space REITs with significant exposure to the data center sector. With data centers comprising a substantial portion of their portfolios, these REITs offer investors a unique opportunity to participate in the AI-driven data storage boom.
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