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 factors contribute to the growth of the data center business in China according to the speaker?

What is the speaker's perspective on the importance of valuation when purchasing real estate?