Publications

- June 1, 2020: Vol. 13, Number 6

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Operating through the pandemic: On the resilience of data centers

by Sam Bendix and Malek-Madani Darob

The following article with footnotes and sources is also available at https://natadvisors.com/wp-content/uploads/2020/05/Data-Center-Whitepaper-2020-FINAL.pdf

COVID-19 caught the world off-guard. As our scientists, healthcare workers, and governments work to understand and contain the outbreak, investors and investment managers are seeking to understand the impact COVID-19 is having on their portfolios. This includes investors and managers trying to understand what, if any, assets have withstood the ravages of this epidemic and whether there are any investments that can still achieve pre-COVID-19 projections. Resilient product types that immediately come to mind are those providing essential services like grocery stores and pharmacies, as well as certain healthcare facilities and medical research labs. Investors may also thi

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