Joseph Hogue recommends Equinix (EQIX) as a data center REIT. He emphasizes its real estate holdings, which are a natural hedge against inflation, and its strong position within the booming AI infrastructure market. He foresees supply constraints for new data centers, which should boost the value of companies like Equinix.
“We're talking companies like digital realy ticker DLR and Equinex, EQIX. So, they own that real estate, which obviously does very well during inflation, but also they have the uh the the bigger forces backing them with the the digital uh or the the data center theme.”