Nov. 3 at 3:07 PM
$DBRG their core business isn’t too exciting as a DC REIT but don’t miss out on the bigger picture here which is their portfolio companies. Switch alone was worth
$11 billion in 2022, likely worth at least twice as much now. The most likely scenarios for value realization here are that DBRG gets taken private or they take Switch and/or Vantage public