I have made several purchases recently to strengthen my dividend income stream, along with one new position that is more of a vanity project than a pure investment. Have sold my Frencken Position at $3.53-$3.54 NTT DC REIT – Major Accumulation Data centre capacity remains in high demand globally. Among the listed data centre REITs available to me, I evaluated NTT DC REIT, Keppel DC REIT and Digital Core REIT. My view is that Keppel DC REIT has the strongest portfolio, particularly given its significant exposure to Singapore, which is one of the tightest data center markets in the world. However, the market already recognizes this quality and has priced it accordingly, resulting in a rich valuation. NTT DC REIT, in my opinion, offers the second-best portfolio mix while still trading at a comfortable dividend yield and a discount to book value. This provides a more attractive balance between quality, income and valuation. In particular, I like its exposure to...