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 • 21 hours ago

The REIT Repricing Cycle Is Nearing A Turning Point

REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.

Seeking Alpha • May 16, 2026

Institutional investors boosted holdings of AI infrastructure plays during first quarter

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption ‌of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers with the U.S. Securities and Exchange Commission.

Reuters • May 15, 2026

This Tech Stock Pays You to Wait While AI Does the Heavy Lifting

One aspect of the AI industry is ideally suited to generate recurring income and reliable dividend payments. Also, one particular corporate structure is ideally suited to ensure shareholders get the most of this income.

The Motley Fool • May 13, 2026

Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE | XLRE Price Prediction) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%.

24/7 Wall Street • May 13, 2026

Digital Realty Declares Quarterly Cash Dividends for Common and Preferred Stock

AUSTIN, Texas, May 12, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, announced today its board of directors has authorized quarterly cash dividends for common and preferred stock for the second quarter of 2026. Common Stock Digital Realty's board of directors authorized a cash dividend of $1.22 per share to common stockholders of record as of the close of business on June 15, 2026.

GlobeNewsWire • May 12, 2026

Very Good News For REITs: The AI Immunity Trade Has Begun

REITs are rising as investors seek AI-resilient assets. The 'HALO' trade may still be in its early innings. Many REIT sectors could directly benefit from AI growth as well.

Seeking Alpha • May 11, 2026

BlackRock's Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump's Policies May Accelerate It

Artificial intelligence has already reshaped the stock market.

24/7 Wall Street • May 9, 2026

Digital Realty Expands Talent Development Opportunities for Operations Workforce Through Partnership with DCD Academy

AUSTIN, Texas, May 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty ( NYSE: DLR ), the world's largest cloud- and carrier-neutral data center platform, today announced a strategic partnership with DCD Academy to enhance talent development opportunities for its global operations workforce. New Hire Accelerate Pathways, Digital Realty's standardized onboarding program is designed to equip engineers, including those without engineering degrees, with the skills, training and career growth needed to support data center operations worldwide.

GlobeNewsWire • May 6, 2026

Digital Realty Trust: Preferred Equity Presents A More Attractive Risk-Adjusted Opportunity

Digital Realty Trust offers a robust platform in data center REITs, but its preferred stocks present a superior risk-adjusted yield for conservative investors. DLR's preferred shares (DLR.PR.J, DLR.PR.K, DLR.PR.L) yield 6.4–6.5%, trade below par, and carry investment-grade ratings, outpacing both common stock and OTC bonds. Key credit metrics include a net debt/EBITDA of 5.5x, EBITDA coverage of 6x, and a low leverage ratio of 31.62%, supporting financial stability.

Seeking Alpha • May 6, 2026