This September 2020 report by JLL combines forecasts from analysts across the company’s regions. According to Nareit, data center REITs outperformed other sectors amid the pandemic in total returns, due to immediate demand for e-commerce and virtual connectivity. While they have challenges with manned operations and increased demand, the report projects that data center REITs will continue to outperform other sectors throughout the year. Operators with diverse tenancy have been largely unscathed from direct COVID-19 impacts. Other operators, such as QTS and CyrusOne, have set record revenue backlogs.
Key words: market sizing, cybersecurity/privacy, intelligent buildings, data networking, cloud & data analytics, property management