There’s little question that artificial intelligence (AI) has created more wealth in the past five years than any other industry.  The poster child for this secular growth trend is Nvidia (NASDAQ: NVDA), which has grown its revenues by over 5x in the 5 years ending December 2024, driving its share price up by a factor […]

REIT Outlook

August 1, 2025

Data Center REITs: Own the Real Estate Behind AI | August 2025

In the second quarter, the Chilton REIT Composite performed in line with the RMZ by producing a total return of -1.0% gross of fees and -1.2% net of fees, which compares to the RMZ’s total return of -1.1%.  Year to date, the Chilton REIT Composite has outperformed the RMZ by producing a total return of […]

REIT Commentary

July 1, 2025

REIT Commentary | Second Quarter 2025

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