What pandemic? Data center REITs have jumped nearly 20% so far in 2020 even as most property sectors were ravaged - at least temporarily - by the coronavirus pandemic.

Leasing activity - the most closely-watched earnings metric - surged in the first quarter to the highest level since mid-2018 as the sector continues to ride substantial secular tailwinds.

Work-from-home winners? The pandemic may accelerate enterprise investment in cloud computing technologies, as spending on the "virtual office" may replace spending on physical office space.

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