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Equinix: Steady Eddy, A Steady Hold, Patience Required At Current Valuation


Allison Nour is an equity research professional with over 4 years of experience covering public REITs and TMT infrastructure across some of Wall Street’s most respected research platforms. She began her career at Wolfe Research, where she covered Tech REITs and infrastructure names including Equinix, Digital Realty, SBA Communications, American Tower, and Crown Castle under a top-ranked analyst. She subsequently joined UBS as an Equity Research Associate Director, covering Retail, Industrial, Self-Storage, and Net Lease REITs including Regency Centers, Federal Realty, Simon Property Group, Prologis, and Realty Income – generating investment theses through channel checks, relative valuations, and fundamental company and industry analysis.Her analytical foundation spans financial modeling, NAV estimation, earnings forecasting, and macro-driven sector research. Prior to equity research, Allison held roles in risk analysis at Bank of America, where she supported stress testing and financial forecasting for multi-million dollar portfolios across Global Markets and Commercial Real Estate, and in credit research at LSQ, a fintech firm, where she analyzed energy and utilities portfolios using SQL, Python, and Tableau.On Seeking Alpha, Allison focuses primarily on REITs and digital infrastructure – with a particular interest in the intersection of AI infrastructure buildout, data center demand, and REIT capital structures. Her investing approach is fundamentals-driven and valuation-disciplined, informed by her institutional research background. She writes to bring institutional-quality analysis to a broader audience, offering sector expertise that is grounded in real Wall Street experience rather than surface-level commentary. Allison holds a Bachelor of Science in Business Administration and Economics with concentrations in Finance and Accounting from the University of Central Florida, and completed the Executive REIT Masterclass under Professor Jonathan Morris, with advanced training in REIT valuation, tax-advantaged structures, and capital markets analysis.



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