Data Center REITs See Robust Demand Despite Power, Supply Constraints
Analysts say the number one constraint facing data center developers today is securing access to power.
Analysts say the number one constraint facing data center developers today is securing access to power.
David Giulieri and Michael Svec emphasize the importance of staying calm and focused in today’s volatile market environment.
New directives narrow the scope of shareholder proposals and prompt companies to reassess sustainability disclosures.
Alimchandani also highlights recent SEC priorities and trends.
Companies are adapting to tighter SEC and PCAOB oversight by enhancing documentation, consistency, and transparency in financial communications.
Founder & CEO Andriy Zhurzhiy sees “huge potential” for the Ukrainian REIT market.
CEO Sean Reilly says the fastest growth is within the REIT’s digital platform.
Jason Goode is advising clients that 2025 is not a year for “business as usual.”
PwC’s Annet Thomas discussed how public REITs manage income, assets, and tax implications when working with joint ventures.
Yelena Maleyev says consumers remain cautious, despite job stability.
Christopher Johnston sees rise in creative deal structures, including JVs.
Craig Stern of Forvis Mazars breaks down recent IRS guidance on zero-income REITs, EV charging stations, and airport terminal leases.
Grant Thornton’s Mary Selvanadin says effective communication, proactive planning, and market awareness are crucial for REITs to meet IRS rules and build strong tax functions.
Easterly highlights a shift toward private capital over traditional financing methods.
Main says sustainability remains a hot button issue this proxy season.
Greenberg Traurig Shareholder Kevin Scott says businesses should have a detailed incident response plan and understand their insurance coverage before a breach occurs.
Jana Borer stresses the need for a “human in the loop” when utilizing AI.
Jonathan Saltzman of PwC explains that strategic structuring and diligence can significantly impact tax outcomes and deal efficiency.
Yoel Kranz says broader forms of activism are now evident in the REIT industry.
Beeman says impact of tariffs on REITs is largely indirect.