With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.

(The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)

Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".