DuPont Fabros Technology, Inc. (DFT) is a potential candidate for combination according to David Toti, a REIT Analyst at Cantor Fitzgerald. Toti says DuPont Fabros would be a good fit for a number of other companies because of its high-quality portfolio.
Toti says data center landlords, like DuPont Fabros, have been the choppiest segment of the REIT space in recent years, partly because of a real change in fundamentals, rapid maturation of the industry, as well as moving parts in technology and supply/demand balances.
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“We moved to a more positive position on the group in October of last year; we have since pulled back a little bit on our total weighting, given strong price recovery,” Toti says.
Toti says he likes DuPont Fabros because it is discounted relative to his team’s estimate of underlying portfolio value. “We like the wholesale data center suppliers in today’s environment, versus the retail/colo end of the spectrum, as we view this to be more defensible in the long term,” he says.
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