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Datacenter REITs

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As the pandemic took hold last year and rates dropped, investors pushed 5G infrastructure (Datacenter REITs) to a premium in a scramble for yield from real estate not impacted by shutdowns. The group has worked off much of the pandemic premium. With an improved relative technical picture, a pullback in rates may be the catalyst to breakout above 2020 highs and provide an attractive entry.

Ned Davis Research | Thematic | Trend Chart | Weekly

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