The Motley Fool··Jake LerchVNQ vs. REET: A Tale of Two Real Estate ETFs
$VNQ offers higher yields and larger assets; $REET delivers better returns with broader global diversification across 325 holdings.
WELLEQIXPLDVNQREETREITdividend yield
E
$EQIX
34 articles found20 positive
1 negative
13 neutral
The Motley Fool··Jake LerchThe Motley Fool··Sara AppinoState Street's RWR vs. RWX: Domestic REIT Focus Outpaces Global Real Estate
State Street's $RWR and $RWX offer competing real estate strategies—domestic U.S. REITs with lower fees versus international exposure at higher cost.
WELLEQIXPLDRWRRWXportfolio diversificationdividend yield
The Motley Fool··Andy GouldRWR vs. ICF: Comparing Two Major REIT ETFs for Income Investors
RWR offers higher yields (3.4%), lower costs (0.25%), and broader diversification than ICF, making it superior for most income investors; ICF suits conviction-focused allocators.
WELLEQIXPLDAMTICFIportfolio diversificationdividend yield
The Motley Fool··Robert IzquierdoVNQI vs. ICF: How Vanguard's Global REIT Strategy Outpaced iShares' U.S. Focus
VNQI's global REIT strategy delivered 18.2% returns versus ICF's 8.9%, with lower 0.12% fees and higher 4.3% dividend yield, making it attractive for international-focused real estate investors.
WELLEQIXAMTVNQIICFREITdividend yield
The Motley Fool··James BrumleyEquinix Eyes AI Boom: REIT's Dividend Streak Positions It for Data Center Surge
Equinix ($EQIX) offers 11-year dividend growth streak with 10% annual increases, positioned for AI data center boom projected at 27% annualized growth through 2035.
KOEQIXDUKDUKBDUKH+1data centersAI infrastructure
The Motley Fool··James HiresIT Spending Hits $6T Milestone in 2026 as AI Drives Data Center Boom
Global IT spending projected to hit $6.15 trillion in 2026, driven by AI data center investments, benefiting Nvidia and infrastructure providers.
NVDAAMDAMZNGOOGGOOGL+1data centerscapital expenditure
The Motley Fool··Leo SunNvidia's $177M Applied Digital Exit: Portfolio Shift or Warning Sign?
Nvidia sold its entire $177M stake in Applied Digital in Q4 2025. Despite the exit, the AI infrastructure company's $16B contracted revenue and sector growth remain intact, though customer concentration risk persists.
NVDACRWVEQIXAPLDDLR+3data centerscloud computing
The Motley Fool··Steven PorrelloBloom Energy's AI Boom: Can $BE Sustain Its 556% Rally to $200?
Bloom Energy stock surged 556% annually on AI data center demand, but $200 target faces headwinds: only $1.1M quarterly profit on $777M revenue at 16x sales valuation.
WMTORCLORCLpDVZEQIX+2stock valuationprofitability concerns
The Motley Fool··James HiresEquinix Projects $10B Revenue by 2026 as AI Boom Fuels Data Center Demand
Equinix forecasts $10 billion revenue in 2026 driven by AI infrastructure demand. Data center REIT serves 60% of Fortune 500 firms amid cloud provider capex surge.
MSFTAMZNGOOGGOOGLEQIXdata centerscapital expenditure
The Motley Fool··Lyle DalyBitcoin Miner Pivots to AI Data Centers With $128M Deal—But High Risk Remains
Bitfarms secures $128M to pivot from Bitcoin mining to AI data centers, leveraging 2.1 gigawatts of capacity. Analysts warn of high risk due to operating losses and intense competition.
AMZNEQIXAPLDBITFdata centersAI infrastructure
Investing.com··Michael FosterCapturing 8% Yields: Why REITs and Data Center Plays Offer Real Returns Amid AI Hype
REITs and data center plays offer 8%+ dividend yields amid AI-driven infrastructure demand, with closed-end fund discounts providing additional value.
XYZWELLEQIXPLDFRdata centersinfrastructure
Investing.com··Michael FosterREIT CEF Showdown: Why RFI's Valuation Discount Makes It the Clear Winner Over RQI
RFI offers better value than RQI despite similar 8%+ yields; RFI's NAV discount versus RQI's premium creates upside potential as rates decline.
WELLEQIXDLRDLRpJDLRpK+4REITdividend yield
Benzinga··Caroline RyanFunko Surges on Sale Speculation as Casino, Media Deals Reshape Entertainment M&A
Funko surges 25% on sale speculation amid activist pressure. Entertainment sector sees major M&A activity including Paramount-Skydance deal and Caesars takeover interest.
NFLXEQIXCZRGSKFNKO+1private equityM&A
Benzinga··Akanksha BakshiEquinix and CPP Investments Acquire atNorth for $4B to Expand Nordic Data Center Operations
Equinix and CPP Investments jointly acquire Nordic data center operator atNorth for $4B, with CPP taking 60% stake and Equinix 40%, expanding Scandinavian infrastructure presence.
EQIXrenewable energydata center acquisition