Geographic Footprint LimitationsLarge AI development deals have gone to emerging markets outside the company's footprint, indicating missed opportunities in fast-growing regions.
Scale And Valuation ConstraintsLarge size combined with persistent negative investor sentiment toward REITs may cap multiple expansion and constrain near-term upside in valuation.
Time-to-market DisadvantageLengthy development timelines limit the ability to deploy quickly, giving faster developers an edge on urgent, large-scale AI projects.