Digital Realty: Signed Leases Offer A Better Case Than AI Hype

Digital Realty Trust offers contracted growth potential at $174.20, with success hinging on lease commencements and effective capital allocation. DLR's transparent growth is underpinned by signed leases, a robust backlog, and rising renewal rents, supporting a 2027 core FFO estimate of $9.10 per share. Valuation is reasonable at ~21.3x forward core FFO, with upside to $209 if execution aligns with expectations and new developments are delivered on schedule.

Seeking Alpha • Oct 20, 2026

What To Watch This REIT Earnings Season

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

Seeking Alpha • Oct 20, 2026

The AI Data Center Race: 3 Stocks Cashing In Today and 1 Aiming to Next Year

AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the wave at very different stages of the race.

24/7 Wall Street • Oct 19, 2026

AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

Seeking Alpha • Oct 18, 2026

The Data Center Doomsday Scenario

I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value through cycles.

Seeking Alpha • Oct 18, 2026

The AI Boom Has a Landlord. These 3 REITs Are Getting Paid

Data centers need more than servers and software to run the AI boom.

24/7 Wall Street • Oct 15, 2026

Digital Realty Announces Closing CHF510 Million of Swiss Bonds

AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), a leading global provider of carrier- and cloud-neutral data center, colocation and interconnection solutions, announced today that Digital Constellation B.V., an indirect wholly-owned finance subsidiary of the company's operating partnership, Digital Realty Trust, L.P., has closed an offering of CHF225 million of 1.6803% Swiss bonds due 2029 (the “2029 Swiss bonds”), CHF185 million of 2.0600% Swiss bonds due 2032 (the “2032 Swiss bonds”) and CHF100 million of 2.4150% Swiss bonds due 2036 (the “2036 Swiss bonds” and together with the 2029 Swiss bonds and the 2032 Swiss bonds, the “Swiss bonds”).

GlobeNewsWire • Oct 6, 2026

Digital Realty Announces Pricing of €1 Billion of Guaranteed Notes Due 2036

AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, announced today that Digital Euro Finco, LLC, a wholly owned indirect finance subsidiary of the company's operating partnership, Digital Realty Trust, L.P., priced an offering of €1 billion aggregate principal amount of 5.125% Guaranteed Notes due 2036 at a price of 99.289% of the principal amount (the “Euro Notes”).

GlobeNewsWire • Oct 6, 2026

Digital Realty Commences Construction of KIX15 Data Center, Expanding AI Infrastructure in Japan

Digital Realty's Osaka campus expands with commencement of construction on a new 24 MW facility designed for high-density computing and advanced cooling SINGAPORE, Oct. 07, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, today announced the commencement of construction of KIX15, a new 24 megawatt (MW) data center at its KIX Campus in Ibaraki City, Osaka Prefecture, Japan. Developed by MC Digital Realty (MCDR), Digital Realty's 50/50 joint venture in Japan with Mitsubishi Corporation, KIX15 will be the fifth data center at the KIX Campus and is scheduled to commence operations in the fourth quarter of 2028.

GlobeNewsWire • Oct 7, 2026

The REITs Quietly Collecting Rent in One of Real Estate's Strongest Corners

AI is rewriting the rent roll for a handful of landlords sitting at the center of every hyperscaler's buildout, and three of them are paying dividends right now with coverage ratios that most tech stocks cannot touch.

24/7 Wall Street • Oct 6, 2026