data centre

Patrick O'Reilly

Technology has disrupted many industries but commercial property isn’t one of them. Buildings are still buildings, and the predictability of the rents is the source of the stable, reliable returns property trust investors demand. Disruption is, however, creating an opportunity with all the attractions of traditional commercial property plus richer... Show More

Robert Frost

Data centre operator, NextDC, re-rated after reporting a strong result, which demonstrated the operating leverage in the business model. Revenue grew 36% to $56m but the company reported EBITDA growth of 110% highlighting the high fixed-cost leverage, which is one of the key attractions of the stock. Show More