Fox Business: Retail & Data Center Real Estate Opportunities

Pacer ETFs President Sean O’Hara joined Kevin Kelly from Benchmark and Maria Bartiromo on the “Mornings with Maria” panel to discuss the opportunities in retail and data center real estate.  The discussion focuses on how retail real estate (RTL) and data centers (SRVR) will benefit from 16% year over year growth in e-Commerce and the recent Supreme Court ruling on how states can mandate taxation of e-commerce sales.

In particular, one of the best trades in technology right now is in data centers due to the growth in cloud computing. Other technology companies trade at high valuations and have regulatory concerns. Data centers should benefit from the recent tax cuts as companies increase their capital expenditures for IT.

Equinix is a data center company that had a recent investor day where they guided for  8-10% of revenue growth per year through 2022.

Benchmark Featured Insights and Coverage

Bloomberg TV: How to Play Amazon Ahead of Earnings

July 24th, 2018|

Kevin Kelly, is back with his new Amazon.com (AMZN) options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets," after his two previous Amazon trades worked in his favor.

RealVision: Room to Run for Industrial Real Estate

July 19th, 2018|

Kevin Kelly, managing partner at Benchmark Investments, joined RealVision on how he is utilizing optionality for a unique play on warehouse giant, Prologis (PLD). In this interview, Kevin says e-Commerce will drive greater demand for industrial real estate solutions offered by Prologis.

Bloomberg TV: How to Play Data Center Equinix (EQIX)

July 17th, 2018|

Kevin Kelly, Benchmark Investments managing partner, discusses his previous options strategy on Netflix (NFLX) after their earnings release and his new options trade on Equinix (EQIX) with Bloomberg's Julie Hyman on "Bloomberg Markets."

2018-06-23T19:06:12-04:00