We Are Buying REIT Preferred Stocks Part 3: Digital Realty's Credibility Among The Best In The Sector
Due to improved spreads, we now find REIT preferred stocks, particularly Digital Realty, more attractive, focusing on yields close to or above 6.5%. Digital Realty, a leading data center provider, has a solid asset coverage ratio and market-adjusted asset yield, making it a strong investment option. DLR's preferred shares, especially DLR.PR.L, offer high yields around 6.46% and are rated Baa3 by Moody's, with our adjusted score close to A2.
2 Beaten-Down Dividend Stocks You Can Buy Right Now
The S&P 500 remains close to correction territory, and there are some excellent bargains to be found in the stock market right now. And not just when it comes to beaten-down technology stocks.
Digital Realty Trust, Inc. (DLR) Citi's 30th Annual Global Property CEO Conference Call Transcript
Digital Realty Trust, Inc. (NYSE:DLR ) Citi's 30th Annual Global Property CEO Conference Call March 4, 2025 2:10 PM ET Company Participants Andrew Power - President, CEO & Director Jordan Sadler - SVP, Public & Private Investor Relations Matt Mercier - CFO Conference Call Participants Michael Rollins - Citigroup Inc. Operator Welcome to the 2025 Global Property CEO Conference. I'm Nick Joseph here with Mike Rollins with Citi Research, and we are pleased to have with us Digital Realty and CEO, Andy Power.
2 More Cyclical Stocks to Buy on the Dip
Last week, I (Tom Yeung) introduced you to two cyclical stocks to buy immediately. These promising firms couldn't have been more different, at least from a business perspective: Digital Realty Trust Inc. ( DLR ) is a $50 billion data center company leasing millions of square feet to AI cloud computing customers.
Digital Realty Trust's Correction Is Well-Warranted - Great Dip-Buying Opportunity Is Here
DLR's recent steep correction has been well warranted, thanks to DeepSeek, as the stock finally nears our fair value estimates while offering a double-digit upside potential. The REIT's robust FQ4 2024 performance, strategic capacity acquisitions, and expanded partnerships have drastically improved its prospects and balance sheet health. DLR's FY 2025 FFO per share guidance implies a potentially rich dividend hike ahead, naturally improving its dividend investment thesis.
BofA Securities Says Stagflation May Return: Grab These 4 Dependable Dividend Stocks Set to Outperform
If you were a big fan of “That ‘70s Show,” get ready because we will soon get a revival, and it will likely not be as entertaining.
The Reasons Digital Realty Is Not Worth The Current Price
Digital Realty's updated fair value range is $102 to $174, based on a 6.9% required return and 1.8%-3.9% dividend growth rates in perpetuity. Despite strong data center demand and reduced leverage, DLR's revenue guidance missed analyst expectations, and shareholder dilution remains a concern. DLR's valuation is unattractive compared to the broader REIT sector and its historical averages, making current price levels risky for investment.
2 Roaring Cyclical Stocks to Buy
Last month, I (Tom Yeung) introduced eight cyclical stocks to buy immediately. These high-quality companies had winds in their sails, and all have since performed splendidly.
Digital Realty Trust's Mixed Q4 Results
Digital Realty Trust (DLR 0.97%), a major player in the data center sector, released its fourth quarter 2024 earnings on February 13, 2025. The company reported earnings that surpassed expectations, reflecting strong operational performance, but faced a revenue shortfall.
Digital Realty's Q4 Core FFO Tops Estimates, Revenues Grow Y/Y
DLR's Q4 results reflect steady leasing activity amid high demand and better rental rates, though elevated operating expenses affected the performance to an extent.
Digital Realty Trust, Inc. (DLR) Q4 2024 Earnings Call Transcript
Digital Realty Trust, Inc. (NYSE:DLR ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Jordan Sadler - SVP of Public and Private IR Andy Power - President and CEO Matt Mercier - CFO Chris Sharp - CTO Greg Wright - CIO Colin McLean - CRO Conference Call Participants David Barden - Bank of America Richard Choe - JPMorgan Irvin Liu - Evercore ISI Jonathan Atkin - RBC Michael Rollins - Citi Matt Niknam - Deutsche Bank Ari Klein - BMO David Guarino - Green Street Frank Louthan - Raymond James Jim Schneider - Goldman Sachs Eric Luebchow - Wells Fargo Erik Rasmussen - Stifel Vikram Malhotra - Mizuho Simon Flannery - Morgan Stanley Nick Del Deo - MoffettNathanson Michael Elias - TD Cowen Brandon Nispel - KeyBanc Operator Good afternoon, and welcome to the Digital Realty Fourth Quarter 2024 Earnings Call. Please note this event is being recorded.
Digital Realty Trust (DLR) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Digital Realty Trust (DLR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
