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Barclay’s Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand
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 demand should support revenue growth, margin expansion, and cash flow growth as operators scale, he…
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