·
Theme · 23 companies

Real Estate & REITs

Owning buildings without buying them yourself.

8
pure play
15
major beneficiary

Who's connected.
And how.

26 / 44 themes
Pure Play
Core business is this trend
PLDPLD
PLD
Prologis
Pure Play

The world's largest warehouse REIT, owning 1.2 billion square feet of logistics space in 19 countries. Every Amazon, Walmart, and FedEx shipment likely passes through a Prologis facility. E-commerce growth means more warehouses are needed permanently.

View research
AMTAMT
AMT
American Tower
Pure Play

Owns 220,000+ cell towers globally and leases space on them to every major mobile carrier. As 5G rolls out and data demand explodes, carriers add more equipment to existing towers — increasing revenue per tower with minimal incremental cost.

View research
EQIXEQIX
EQIX
Equinix
Pure Play

The world's largest data centre REIT, operating 260+ interconnection hubs where the internet literally meets itself. Companies pay Equinix to co-locate their servers in the same building as their customers' servers. Nearly impossible to replicate.

View research
SPGSPG
SPG
Simon Property Group
Pure Play

The largest retail REIT, owning premium malls and outlet centres globally. Survived the e-commerce threat by focusing on experience-oriented tenants (restaurants, entertainment, luxury) rather than mass-market retail. Pays one of the largest REIT dividends.

View research
OO
O
Realty Income
Pure Play

Known as "The Monthly Dividend Company" — pays dividends every month and has increased them for 25+ consecutive years. Owns 15,000+ retail and industrial properties leased to Walgreens, Dollar General, 7-Eleven, and others on long-term net leases.

View research
VRTVRT
VRT
Vertiv
Pure Play

Linked to Data Centre Infrastructure. Customers include Microsoft, Alphabet and Amazon. Competes with Eaton and Hubbell.

View research
ETNETN
ETN
Eaton
Pure Play

Linked to Data Centre Infrastructure. Customers include Microsoft, Amazon and Alphabet. Competes with Vertiv and Hubbell.

View research
WELLWELL
WELL
Welltower
Pure Play

Linked to Senior Housing and Healthcare Real Estate. Customers include UnitedHealth. Competes with Ventas and Healthpeak.

View research

Want to explore how these companies connect to each other?