Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 2d ago

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

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All this talk of malls has has made me realize I've got to do a couple of returns.

So we're going to take a quick break and then we're going to continue our conversation with John Peterson about real estate.

You know the the the the Louisiana data center as big as Manhattan, you know, all these like

you know, exciting new projects that's distinct from what is in the publicly traded data center REIT world, right?

Right.

There's the other side of that as well, someday, right?

Like all those logistics contracts that you couldn't sign fast enough in two thousand and you know, twenty or twenty one.

Right.

You know, now we're here in twenty six saying, Oh, you know, some of those might be.

So maybe there's that cycle in

point.

So what's happened to stocks of data centers, you know, alongside the the huge AI rally?

Have they gone up the same, just as much, less?

You know, what what's been the trend?

as as as as we explained before, you know, REITs have certain ways that they do business, these are just uh regular companies, right?

Correct.

But the HUD 8s and Terror Wolves and the Aaron.

That is correct.

Does that mean that they trade differently and different investor bases or

traditionally an inflationary world.

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