WisdomTree Insights
Companies reporting their quarterly results always leads to the opportunity to learn new, potentially eyebrow-raising details. Christopher Gannatti highlights the real estate investment company Equinix, which has increased revenues over 79 consecutive quarters.
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Two of the most important focal points of the ‘New Economy’ real estate megatrend are cell phone towers and data centers. Christopher Gannatti discusses these infrastructure categories and their importance in this thematic strategy.
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With the internet constantly evolving and expanding, companies have been building data centers to support the growing cloud. Against this backdrop, Christopher Gannatti discusses a solution for investors to take advantage of this recent growth.
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One of the strongest-performing WisdomTree strategies in 2017 was the WisdomTree Global ex-U.S. Real Estate Index.
Remember Detlef Schrempf? He’s the last basketball star awarded the NBA’s Sixth Man of the Year Award twice consecutively. The sixth man is the player who enters the game from the bench, while five others start the game. To me, REITs are like the Detlef Schrempf of the capital markets, because they play a critical role in asset allocation but often get overshadowed by the proverbial Michael Jordans of the world.
Investors often look at real estate as an inflation hedge. Given where inflation-adjusted bond yields are around the world, this asset class has particularly interesting characteristics. But by looking at just U.S. real estate, you could be missing out on large swaths of the world’s real estate opportunities.
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