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The Company That Rents the Internet Its Roads - and Just Bought the Traffic Back
Uniti spent a decade as the landlord of a fiber empire. In 2025 it bought its biggest tenant back, and set out to sell strands of glass to the companies building the AI internet.
The Landlord's Lender: How Arbor Turned Apartment Loans Into a $36 Billion Machine
For four decades Arbor has bet on the least glamorous corner of real estate - the mid-size apartment building - and built a lender that hands owners money on day one and still gets paid a decade later.
Iron Mountain
It began as a Cold War bunker for filing cabinets. Seventy-four years later, the same company that guards your grandmother's insurance records is quietly building the warehouses where AI lives.
Digital Realty
The company you have probably never heard of owns the buildings your favorite apps actually live in. Here is how a REIT born from bankruptcy auctions became the landlord of the AI boom.
Simon Property Group
The obituary for the American mall was written early. Simon Property Group answered with scarce locations, rising rents and a business that now sells retailers space, attention and a reason for shoppers to stay awhile.
Equinix
Equinix is a global digital infrastructure company that designs, builds and operates carrier-neutral colocation data centers - its International Business Exchange (IBX) centers - where enterprises, cloud providers, networks and financial institutions place equipment and interconnect directly with one another. Founded in 1998 on the principle of neutrality, Equinix has grown into the world's largest data center and interconnection platform, operating a programmable network of more than 270 data centers across roughly 75+ markets in 30+ countries. Structured as a real estate investment trust (REIT) since 2015, the company pairs physical colocation with software-defined services such as Equinix Fabric, Metal and Network Edge, positioning itself as the meeting place for hybrid multicloud and, increasingly, distributed AI workloads.