Keybanc Maintains Overweight on Welltower, Raises Price Target to $275

This Global REIT Beats SCHH on Yield. Is It a Better Buy for Real Estate Investors?

The article compares two REIT ETFs: Schwab U.S. REIT ETF (SCHH) and Northern Trust Global Quality Real Estate ETF (GQRE). SCHH offers a lower expense ratio (0.07% vs 0.45%), better 1-year returns (14.1% vs 9.7%), and larger assets under management ($11.3B vs $414.5M). GQRE provides higher dividend yield (4.3% vs 2.8%) and global diversification. The article recommends SCHH for most investors seeking a better balance of income, diversification, and stability, though GQRE appeals to income-focused investors willing to accept higher fees and international exposure.

Equinix & CPP Investments Complete $4 Billion atNorth Acquisition

Equinix and Canada Pension Plan Investment Board have completed their $4 billion acquisition of Nordic data center operator atNorth. CPP Investments owns 51% while Equinix holds 34% of the company. The deal is immediately accretive to Equinix's AFFO per share and expands their exposure to AI-ready Nordic infrastructure with eight operational data centers across the Nordic region.

Equinix, NVIDIA & Together AI Accelerate Enterprise AI Inference

Equinix has partnered with NVIDIA and Together AI to launch Equinix Inference Exchange, a distributed AI inference platform for enterprises. The solution combines NVIDIA's Enterprise Reference Architectures, Together AI's inference capabilities, and Equinix's global infrastructure to enable faster, more cost-efficient AI deployment across multiple geographies. The platform will support metro-edge inference, open-source models, and sovereign AI requirements, with availability expected in Q1 2027.

Scotiabank Maintains Sector Outperform on Welltower, Raises Price Target to $251