Brad Thomas, founder of Wide Moat Research, discussed the potential of investing in data-center real estate investment trusts (REITs) in light of current bond market conditions during the latest episode of *Navellier Market Buzz*. He highlighted that rising bond yields have pressured REIT shares, making them potentially undervalued and offering higher dividend yields for investors seeking income.
Thomas indicated that despite market challenges, strong data-center REITs could present buying opportunities. His insights come at a time when investors are navigating higher borrowing costs that could affect cash flow and property values, emphasizing the need for careful selection to avoid “sucker” yields that appear attractive but may not be sustainable.
In the discussion, Thomas also identified two specific data-center REITs that he is currently monitoring, pointing out their potential for returns amid the AI revolution, which relies heavily on robust data infrastructure.
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