The Smart Money Is Quietly Buying These REITs

Smart money is piling into data centers and senior housing. One top activist REIT investor is making contrarian bets. INVH and NHI could be overlooked beneficiaries.

Seeking Alpha • Jun 1, 2026

Blackstone Digital Infrastructure Trust Announces Full Exercise and Closing of Underwriters Option to Purchase Additional Shares in Initial Public Offering

NEW YORK--(BUSINESS WIRE)--Blackstone Digital Infrastructure Trust Inc. (NYSE: BXDC) (the “Company”) today announced that, in connection with its previously announced initial public offering, the underwriters have exercised their option in full to purchase additional shares of common stock at the public offering price of $20.00 per share. The issuance and sale of an additional 13,119,900 shares closed today, bringing gross proceeds of the initial public offering to over $2.0 billion. Goldman Sa.

Business Wire • May 20, 2026

Data Center REITs: One Of My Highest-Conviction Calls

Data center REITs have delivered sector-leading, consistent outperformance, driven by secular tailwinds like AI, cloud computing, and digital transformation. DLR, EQIX, and IRM are trading at premium valuations, reflecting strong fundamentals, but current multiples suggest waiting for a pullback before adding exposure. American Tower is the top pick for new data center exposure, offering integrated connectivity and compute, trading at a discount with a 4% yield and significant upside potential.

Seeking Alpha • May 18, 2026

Inflation Reignites, Yields Spike

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Seeking Alpha • May 17, 2026

U.S. IPO Weekly Recap: Cerebras Raises $5.6 Billion In The Largest AI IPO Ever And Jumps 68%

The IPO market saw the largest AI deal of all time this past week, joined by major listings in energy, infrastructure, and emergency services. One IPO and one direct listing are currently scheduled to list in the week ahead, although some smaller issuers may also join the calendar throughout the week. Street research is expected for five companies in the week ahead, and three lock-up periods will be expiring.

Seeking Alpha • May 16, 2026

Blackstone data center vehicle opens flat in New York debut after $1.75 billion IPO

Shares of Blackstone Digital Infrastructure Trust opened flat ​in their New York Stock ‌Exchange debut on Thursday, after the newly minted investment vehicle raised $1.75 billion ​in its U.S. initial public ​offering.

Reuters • May 14, 2026

NYSE Content Update: Blackstone Digital Infrastructure Debuts for Trade after $1.8 Billion IPO

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, May 14, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

PRNewsWire • May 14, 2026

Blackstone Digital Infrastructure Trust Announces Pricing of up to $2 Billion Initial Public Offering

NEW YORK--(BUSINESS WIRE)--Blackstone Digital Infrastructure Trust Inc. (NYSE: BXDC) (the “Company”) today announced the pricing of its initial public offering (the “offering”) of 87.5 million shares of its common stock at a price to the public of $20.00 per share. The Company granted the underwriters a 30-day option to purchase additional shares. If the option to purchase additional shares is exercised in full, the gross proceeds of the offering will be $2.0 billion, and the Company will have.

Business Wire • May 13, 2026