Quoted from Markharris2000:
DLR stock has been a slow ride up and to the right, but under big pressure for the past 60 days... price now about the same as it was 2+ years ago. That said, they are in the sweet spot of the 'cloud' and the 'internet'. They own the buildings that power the internet. In the old days, banks and airlines and every other company built their own data centers. Now those companies just call up DLR (or anyone of a dozen other big suppliers) and essentially 'lease' that space long term. They can move in in months instead of waiting for new data centers to be built (waiting years).
Data center REITS are surely worth considering... but they are long games, up and to the right...
Good analysis - don't mind a long slow craw with a decent dividend
This is an interesting article