Digital Real Estate: The Safer Way to Invest in AI [Chills 204 ft Digital Realty & Digital Core REIT]
Chills with TFC22 Tammi 2025

Digital Real Estate: The Safer Way to Invest in AI [Chills 204 ft Digital Realty & Digital Core REIT]

Looking to understand the digital infrastructure powering our increasingly AI-driven world? We dive deep into data centers with two industry leaders:


- John Stewart CEO of Digital Core REIT, the only pure-play data centre Singapore REIT (S-REIT)

- Serene Nah, Managing Director and Head of Asia Pacific, Digital Realty, the world's largest data center operator


Key points we explore:

- How data centers work and why they're becoming increasingly critical infrastructure

- The fascinating business model behind these digital warehouses

- Why Asia Pacific is positioned to be the fastest-growing market for data centers

- How AI is transforming the industry's landscape

- The unique investment opportunity in this rapidly evolving sector


Whether you're an investor looking to understand this emerging asset class or simply curious about the backbone of our digital world, this episode offers valuable insights into one of today's most dynamic industries. Tune in to learn why data centers are being called "the new banks" and how they're positioned to surf the AI wave.


Join us for this illuminating conversation about the infrastructure powering our digital future!


06:38 - What is colocation, how do its business models work?

13:51 - What are your investment criteria and the importance of your right of first refusal?

17:36 - Where do you see the REIT in 5–10 years?

19:00 - What is your focus given demand growth and infrastructure challenges?

24:32 - What are the key growth drivers and trends in Asia-Pacific?

34:50 - What distinguishes AI data centers from conventional ones, and how does sustainability factor in?

40:25 - Do you foresee the possibility of overbuilding data center capacity, and what are the consequences if it happens?

42:53 - Any final thoughts or insights for the audience?


---


Welcome to The Financial Coconut, your source for empowering financial knowledge and unlocking possibilities. Join us as we explore personal finance, investing and more.


Get ready to take control of your financial future and live your best life, financially wise: https://linkin.bio/thefinancialcoconut


[Podcast, Vodcast]

Spotify: https://rebrand.ly/TFC-spotify

Apple Podcast: https://rebrand.ly/TFC-applepodcast

YouTube: https://rebrand.ly/TFC-youtube


[Connect with us]

Instagram: https://rebrand.ly/TFC-instagram

Tik Tok: https://rebrand.ly/TFC-tiktok

Telegram: https://rebrand.ly/TFC-telegram

Whatsapp: https://rebrand.ly/TFC-Whatsapp-channel

Newsletter: https://rebrand.ly/TFC-Newsletter


Check out our other shows: https://www.youtube.com/@TheFinancialCoconutTFC/playlists


Disclaimer: The content discussed in this episode is intended for educational purposes only and should not be considered as financial advice. The information provided is based on our understanding at the time of recording and may not reflect the current regulations or market conditions. The opinions expressed by guests are their own and do not necessarily represent those of The Financial Coconut. Please do your due diligence before making any investment or financial decisions.

Learn about our event

Help us get to know you better: http://bit.ly/thefinancialcoconut-survey

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(172)

Are SGX Companies well governed and truly undervalued? [Chills 282]

Are SGX Companies well governed and truly undervalued? [Chills 282]

Everyone says Singapore stocks are going cheap. So one guest pulled the Bloomberg numbers before walking into the studio: small caps here trade at 13 times earnings on average. Hong Kong? About four. ...

2 Syys 50min

Why Fixed Income May Matter More In Today’s Market [Chills 281, Sponsored by Aberdeen]

Why Fixed Income May Matter More In Today’s Market [Chills 281, Sponsored by Aberdeen]

Most investors love talking about equities.But in a world of higher interest rates, geopolitical uncertainty, tariff risks, AI disruption, and shaky market narratives, fixed income may be more interes...

26 Elo 36min

Burnout Doctor broke Bond to pursue Barista FIRE [Chills 280]

Burnout Doctor broke Bond to pursue Barista FIRE [Chills 280]

Burnout stories are common. What is rare is someone who actually steps off the “helicopter track” and rebuilds life from scratch. Dr Faith Nadine Choo, The Side Quest Doctor, did exactly that. After c...

19 Elo 51min

How A Singapore Tennis Coach Built A Million-Dollar Portfolio [Chills 279 ft SGWealthJourney]

How A Singapore Tennis Coach Built A Million-Dollar Portfolio [Chills 279 ft SGWealthJourney]

A millionaire tennis coach sounds like a flex… until you hear the grind behind it.Meet Jun Chong, a tennis coach who started the sport "too late" at 13, who runs Jun Tennis Academy in Singapore, and w...

12 Elo 40min

How Can AI Make You a Better Investor? [Chills 278 ft Tree of Prosperity,  Steady Compounding]

How Can AI Make You a Better Investor? [Chills 278 ft Tree of Prosperity, Steady Compounding]

Many retail investors chase tips, trends and rumours, yet overlook the one thing that consistently improves results: better thinking. We break down how AI‑style reasoning helps investors ask sharper q...

5 Elo 43min

From Broke Founder to $4M in 10 Years: FIREPath Lion's Comeback Story [Chills 277]

From Broke Founder to $4M in 10 Years: FIREPath Lion's Comeback Story [Chills 277]

He failed his startup. Lay awake at night convinced he'd ruined his financial future. Ten years later, he's sitting on a $4 million portfolio.Meet FIREPath Lion, the pseudonymous Singaporean blogger w...

29 Heinä 41min

 The Smarter Way To Build Wealth While Working Full-Time [Chills 276, Sponsored by Webull]

The Smarter Way To Build Wealth While Working Full-Time [Chills 276, Sponsored by Webull]

Most people want to get rich faster.But what if the smarter move, especially in your 20s and 30s, is not squeezing every dollar out of a tiny portfolio?For busy professionals, wealth accumulation may ...

22 Heinä 1h 5min

Globally Diversified Funds Are Too Concentrated For The New World [Chills 275, Sponsored by Amundi]

Globally Diversified Funds Are Too Concentrated For The New World [Chills 275, Sponsored by Amundi]

Your “global” portfolio might not be as global as you think. Many investors buy a world index believing they are diversified across the planet. But if a large chunk of that exposure is still concentra...

15 Heinä 36min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
vallattomat
mimmit-sijoittaa
ostan-asuntoja-podcast
lakicast
rss-rahamania
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
sijoituskaverit
rss-avaimet-menestykseen
herrasmieshakkerit
leadcast
rss-matkalla-johtajaksi-saija-aikas-petra-eratuli-powered-by-kauppakamari
rss-hilden-kaira
rss-esiintymisklinikka
rss-paasipodi
rss-oivalluksia-rahasta-elamasta
rss-rentotapaus