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

4 Data Center REITs That Pay Dividends: Where AI Boom Meets Steady Income

The AI data center buildout is minting fortunes for a handful of companies, but almost none of them pay a dividend.

24/7 Wall Street • Oct 3, 2026

Iron Mountain Targets 300MW Data Center Pipeline as ALM Growth Accelerates

Iron Mountain NYSE: IRM expects to maintain a substantial pipeline of powered and permitted data center capacity as it leases existing inventory, while continuing to expand its asset lifecycle management and digital businesses, executives said at a company news event.

MarketBeat • Sep 30, 2026

Iron Mountain Incorporated (IRM) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

Iron Mountain Incorporated (IRM) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

Seeking Alpha • Sep 29, 2026

Iron Mountain Recognized in Four Industry Analyst Reports with First-Time Placements

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain (NYSE: IRM), a global leader in information management services, today announced its first-time inclusions in four analyst reports from Gartner, IDC, and Forrester. For Iron Mountain, these recognitions demonstrate the company's market momentum and highlight the innovation of its AI-powered digital capabilities as enterprises seek trusted data foundations for artificial intelligence and enterprise automation. At the core of this momentum is Iron.

Business Wire • Sep 28, 2026

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Seeking Alpha • Sep 23, 2026

Iron Mountain EVP Sells 6,000 Shares

The disposition of 6,000 shares on September 1, 2026, realized a total transaction value of ~$694,000. The sale involved ~6% of the equity stake held directly by the executive prior to the transaction.

The Motley Fool • Sep 18, 2026

Iron Mountain Partners With Opera Paris to Digitize Cultural Heritage

IRM partners with the Opera national de Paris to digitize performance posters, preserve cultural heritage and expand global access.

Zacks Investment Research • Sep 16, 2026

Iron Mountain Partners with the Opéra national de Paris to Preserve and Digitize its Visual Heritage

PARIS--(BUSINESS WIRE)--For three and a half centuries, the Opéra national de Paris has been the heartbeat of the performing arts world. To ensure this storied past remains accessible to future audiences, the Opéra is partnering with Iron Mountain (NYSE: IRM) to preserve, digitize, and enhance access to the institution's visual collections. Drawing on Iron Mountain's 75-year history of innovation, specialized expertise, and the Insight® DXP suite of solutions, the Opéra will make select heritag.

Business Wire • Sep 15, 2026

Iron Mountain Eyes 20% Growth as Data Centers, Digital Solutions Drive Cross-Sell

Iron Mountain NYSE: IRM is positioning its records management customer base as a foundation for cross-selling into data centers, asset lifecycle management and digital solutions, CFO Barry Hytinen said during Goldman Sachs' 2026 Communacopia + Technology Conference.

MarketBeat • Sep 14, 2026