Real Estate & REITs
Real Estate Investment Trusts (REITs) let ordinary investors own shares in portfolios of buildings — warehouses, data centres, cell towers, shopping malls, and apartments. They are required to distribute 90% of taxable income as dividends, making them popular income investments.
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.
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.
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.
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.
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.
Scores 10/10 for Data Centre Infrastructure.
Scores 9/10 for Data Centre Infrastructure.
Scores 9/10 for Senior Housing. Also relevant to Healthcare Real Estate and Real Estate Investment Trusts.
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