邀请-与高力国际数据中心咨询主管的虚拟炉边谈话

Meet the speakerRaul Saavedra leads Colliers’ Americas data center advisory practice with 14 years ofindustry experience. His expertise includes leasing, capital raising, site selection and thetransaction market. Prior to joining Colliers, Raul led JLL’s Northern California data centerpractice and was a Senior Asset Manager at Digital Realty.Related research•MSFT, META, AMZN read-through for the industry••Data centers: VRT read-throughs for the industry••GOOG: read-through for the industry••Data Centers: Two channel checks add to cautious view••EQIX: 1Q25 – beat & raise, primarily on FX••DLR: 1Q25 – beat & raise••IRM: 1Q25 Rev miss, EBITDA & AFFO beat; raise mostly on FX•Other upcoming events•6/6 Virtual - REITweek Takeaways - Dual Perspectives, Equities & Credit••6/10 Los Angeles - Barclays 4th Annual Greater Los Angeles Supply Chain Tour (includes•Port of Long Beach & Lineage facility tour, among other events)•6/23-6/25 Midwest - Casino and Baseball Tours••6/25 NYC - Dinner with Didi Caldwell, CEO & President of Global Location Strategies• Brendan Lynch, CFA is a Director and Equity Researchanalyst covering U.S. REITs (industrial,office,self-storage)and U.S. Communications Infrastructure (data centers,towers). Beginning his finance career in 2007, Brendancovered homebuilders on the sell-side and was ageneralist on the buy-side. Prior to joining the financeindustry, he was in the US Peace Corps in Benin, WestAfrica. Brendan earned a B.A. in Political Science fromLoyola College Maryland and an MBA from EssecUniversity Paris. Brendan Lynch, CFA+1 212 526 9428BCI, USU.S. Communications InfrastructureThis event is intended for Barclays institutional investor clients only. This event is strictly and solelyfor the benefit of the intended recipients. Please do not forward this invitation to any other partywithout written consent from Barclays Research. Barclays' Investment Bankers are prohibited fromattending this event. Participant comments are not for attribution.If your firm is in-scope for research unbundling under MiFID II and you require further informationregarding pricing to participate in this Barclays Research content event, please contact your salesrepresentative.Barclays Capital Inc. and/or one of itsaffiliatesdoes and seeks to do business with companies coveredin its research reports. As a result, investors should be aware that the firm may have a conflict ofinterest that couldaffectthe objectivity of this report. Investors should consider this report as only asingle factor in making their investment decision.Any views or opinions by Barclays research analysts have been previously published in researchreports available to our clients on Barclays Live. Click here to view the guide to the Barclaysfundamental equity research rating system.For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) included in this email or go to our Researchportal on Barclays Live. To access conflict of interest disclosures relating to issuers covered byBarclays Research, please see https://publicresearch.barclays.com.Barclays Events Terms of Service | Barclays Events Privacy NoticeDisclaimer:BARCLAYSThis communication has been prepared by Barclays.“Barclays” means any entity within the Barclays Group of companies, where “Barclays Group” meansBarclays Bank PLC, Barclays PLC and any of their subsidiaries,affiliates,ultimate holding companyand any subsidiaries oraffiliatesof such holding company.CONFLICTS OF INTERESTBARCLAYS IS A FULL SERVICE INVESTMENT BANK. In the normal course ofofferinginvestment bankingproducts and services to clients, Barclays may act in several capacities (including issuer, marketmaker and/or liquidity provider, underwriter, distributor, index sponsor, swap counterparty andcalculation agent) simultaneously with respect to a product, giving rise to potential conflicts ofinterest which may impact the performance of a product.BARCLAYS POSITIONSBarclays may at any time acquire, hold or dispose of long or short positions (including hedging andtrading positions) and trade or otherwiseeffecttransactions for their own account or the account oftheir customers in the products referred to herein which may impact the performance of a product.FOR INFORMATION ONLYTHIS DOCUMENT IS PROVIDED FOR INFORMATION PURPOSES ONLY AND IT IS SUBJECT TO CHANGE.This information has been prepared by the Research Department within the Investment Bank of Barclays. The information, analytic tools, and/or models referenced herein (and any reports or resultsderived from their use) are intended for informational purposes only. Barclays has no obligation toupdate this information and may cease provision of this information at any time and without notice.NO OFFERBarclays is notofferingto sell or seekingoffersto buy any product or enter into any tr