Steve Shigekawa. Photograph by Vincent Tullo

Now that companies can handle almost every aspect of their business virtually, real estate investors might be relieved to know there’s still one business that needs plenty of physical space—computer data centers to store all that virtual information. Steve Shigekawa, manager of the Neuberger Berman Real Estate fund, has been onto this trend for a long time.

“When you think about the demand for cloud computing, that’s going to require more data centers,” he says.

Since tech stocks have dominated the market, Shigekawa’s investments in data-center real estate companies like Equinix (ticker: EQIX), which is up 67%

Read More At Article Source | Article Attribution