8 Real Estate Stocks Surging with AI episode artwork

EPISODE · Oct 9, 2025 · 14 MIN

8 Real Estate Stocks Surging with AI

from Ticker Take · host Jon Erlichman

The AI boom is transforming the real estate industry! We’re seeing a massive buildout of data centers to meet demand. In fact, spending on data centers in the U.S. is set to surpass office construction for the first time! So — how should you invest? We spoke with leading real estate investor Dennis Mitchell of Starlight Capital about the opportunities…and 8 key stocks to watch! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 How is the AI boom impacting the real estate industry? 1:52 What's the most important thing investors should think about? 3:14 Stock picks 1 and 2 - Amazon (AMZN) and Microsoft (MSFT) 5:35 Stock picks 3 and 4 - Equinix (EQIX) and Digital Realty (DLR) 7:13 Stock picks 5 and 6 - Prologis (PLD) and Goodman Group (GMG) 6:48 Stock pick 7 - Merlin Properties (MRL) 11:09 Stock pick 8 - Constellation Energy (CEG) Our thanks to Dennis Mitchell of Starlight Capital! You can learn more about Starlight here: https://starlightcapital.com/en/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #realestate #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

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