Data Centers, 'Technology-Related' Real Estate is Our Focus: American Assets' East

The video discusses the current state of the real estate market, highlighting the challenges faced by retail and the opportunities in technology-related real estate. It emphasizes a focus on monopolistic real estate investments with secular demand drivers, such as data centers and digital infrastructure. The speaker explains the difficulty in predicting short-term market trends but highlights the importance of understanding valuation and making strategic investment decisions. The portfolio is heavily invested in data-related real estate, with significant exposure in the US and China. The video concludes with a discussion on profitability and strategic market choices.

What is the primary focus of the investment strategy discussed in the first section?

• Cyclical demand drivers

• Monopolistic construction with secular demand drivers

• Short-term market predictions

• Retail and office spaces

Why is technology-related real estate considered a better investment than traditional real estate?

• Easier to manage

• Less competition

• Higher demand for mobile data

• Lower initial costs

By 2026, how much data is expected to be generated daily?

• Equivalent to 1,000,000 libraries of Congress

• Equivalent to 100,000 libraries of Congress

• Equivalent to 10,000 libraries of Congress

• Equivalent to 1,000 libraries of Congress

What percentage of the portfolio is invested in data-related real estate?

• 20%

• 30%

• 50%

• 40%

Why is the data center business in China considered attractive?

• Limited growth potential

• Strict regulations

• Lower values and high returns

• High competition