Real estate
12 Jul, 2025
Real Estate Sector Analysis - July 2025
🎯 Executive Summary & Investment Thesis Core Thesis Real estate presents a compelling defensive income opportunity at current valuations despite late-cycle interest rate headwinds, with 0.68
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18 Jun, 2025
Iron Mountain Inc. (IRM) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis Iron Mountain represents a unique value proposition combining defensive record storage cash flows with high-growth data center expansion, ben
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