Old-School Dividend-Paying Data Center REITs May Be the Best and Safest Technology Idea Now

The AI buildout has turned the old-school data center real estate investment trusts (REITs) from a niche real estate subsector into one of the clearest ways to own the physical infrastructure behind the artificial intelligence boom, and the numbers are starting to back that up.

24/7 Wall Street • Jul 8, 2026

Iron Mountain: A REIT Growth Idea, Thanks To Data Centers And More

Iron Mountain gets a buy rating for my initial coverage, driven by both a compelling growth case and the dividend story as well. Both the top and bottom lines have seen growth catalysts lately. Positive and growing operating cash flow tempers the risk of high levels of leverage and owning a massive real estate portfolio.

Seeking Alpha • Jul 7, 2026

My 5 Greatest REIT Winners Of All Time

Iron Mountain, Tanger, Four Corners, Essential Properties, and Chatham Lodging delivered outsized REIT returns by exploiting price-value gaps during market panics. My disciplined value investing approach focuses on durable business models, strong balance sheets, and buying below intrinsic value, not market timing or headline chasing. IRM and SKT now trade at premium valuations, while EPRT and FCPT remain attractively priced with solid growth and conservative payout ratios; CLDT reached fair value and was exited.

Seeking Alpha • Jul 4, 2026

Dow Jones Medical Giant J&J Breaks Out; PNC, Iron Mountain, Fortinet In Or Near Buy Zones

Dow Jones medical giant Johnson & Johnson are breaking out past its latest buy point, while Iron Mountain, PNC and Fortinet are in buy zones.

Investors Business Daily • Jun 30, 2026

3 Stocks to Watch From the Booming Business Information Industry

Increased demand for risk management, cost optimization and operational efficiency solutions will likely help the Zacks Business - Information Services industry prosper. RCRUY, IRM and VRSK are well-positioned to benefit from this surge.

Zacks Investment Research • Jun 29, 2026

Eli Lilly Leads 5 Stocks Near Buy Points As The Market Rally Rotates

The top stocks flourish buy points and relative strength. Two are defensive growth names.

Investors Business Daily • Jun 27, 2026

Iron Mountain Stock Up 30.2% in Three Months: Will the Trend Continue?

Iron Mountain Incorporated IRM shares have rallied 30.2% in the past three months compared with the industry's growth of 10.2%.

Zacks Investment Research • Jun 23, 2026

Here's Why Iron Mountain (IRM) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Jun 19, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

Iron Mountain: High Yield and Reliable Revenue From the Largest Companies

Iron Mountain has a star-studded customer list that fuels high annual dividend hikes. Revenue has been accelerating as AI capital pours into the company's coffers.

The Motley Fool • Jun 17, 2026