8Mon.·

In Data Center investieren - Was denkt Ihr?

Ich überlege seit einiger Zeit in CapitaLand | $9CI (-0,84 %) zu investieren.

Deren Portfolio und steigenden Investments in Data Center finde ich interessant.

Beispiel: https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2025/february/capitaland-investment-expands-global-data-centre-portfolio-with-.html

Und hier ein Whitepaper zur Data Center Strategie:

https://www.capitaland.com/en/about-capitaland/newsroom/Perspectives/2024/Apac_Data_Centre_Investment_Strategies_Age_of_Digitisation.html

Und als Fan von Dividende ist das Unternehmen auch durchaus interessant.

Was denkt Ihr? Würde mich über reichlich Feedback freuen.

www.capitaland.comCapitaLand Investment expands global data centre portfolio with development of its first data centre in Japan

1 Kommentar

Ralf@Matterhorn3260

6Mon.

CapitaLand is the real estate developer for commercial assets. They have a number of REITs in which they most of the time move their assets after a certain time. In May is the next split and shareholders get some additional shares of $C38U .
They also have $A17U which was a merger with another real estate developer some years ago, and with focus on India $CY6U .
To the topic data centre, I like them for many years already. And we need many many more, with cloud, IOT, AI etc. Another Singapore developer has a REIT specific for data centre $AJBU . Here the dividend is a bit lower, but the price volatility and phantasy higher.

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