As we look toward the second half of 2023, it has been the year of artificial intelligence (AI). Amid the AI hype, Christopher Gannatti brings attention to data centers and the important role they play in the AI revolution.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Eric Rothman, Portfolio Manager for CenterSquare Investment Management’s real estate securities group. They discuss the broader real estate market as well as the new economy, ‘tech-focused’ market.
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New economy real estate, which can simply be described as the real estate housing other ‘megatrend’ technologies and innovations, occur is in high demand. Christopher Gannatti and Eric Rothman identify the key areas for new economy real estate and explain how investors can invest in this megatrend.
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Since late October, New Economy Real Estate has been outperforming global equities. Christopher Gannatti reviews New Economy Real Estate performance and discusses what we might expect for this sector this year.
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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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