we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

These investments combine high yields and low volatility.Volatile market swings can rattle investors who focus on growth stocks, but there's a type of stock whose prices don't tend to swing as widely as shares do in the broader market: real estate investment trusts (REITs).REITs give investors exposure to various types of real estate holdings. Some exclusively invest in data centers, while others focus on multifamily housing or triple-net retail properties. And most offer relatively high yields.Not all REIT ...

J P M O R G A N North America Equity Research 12 December 2025 Communications Infrastructure 2026 Outlook: Crucial Year for Hyperscale AI Capacity Delivery as AI Infrastructure Needs Evolve; Towers Poised for Growth, but EchoStar Uncertainty Remains The data center industry went into overdrive in 2025, with incremental capacity builds doubling from last year, and we look for even more supply to be brought online in 2026. This year, AI-focused companies have announced a wave of deals totaling tens of billion ...

AUSTIN, Texas, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), a leading global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the appointment of Stephen Bolze—an accomplished global executive with more than three decades of leadership across the energy and infrastructure sectors—as an independent director to its Board, effective January 1, 2026. "We are delighted to welcome Steve to our Board of Directors," said Mary Hogan Preuss ...

Core Viewpoint - Equinix (EQIX) is positioned as a superior investment compared to Digital Realty (DLR) due to its better track record, operations, and valuation [5]. Company Comparison - EQIX and DLR are both large-cap companies with market capitalizations of $71 billion and $55 billion, respectively, and operate globally with similar property maps [2]. - EQIX has demonstrated significantly higher growth in AFFO/share, tripling since Q1 2013, while DLR has only seen a 191% increase [6][7]. Operational Strategy - EQIX focuses on building ecosystems within its data centers, enhancing value through direct connections between tenants, which creates a network effect [11][13]. - DLR has primarily built commodity data centers, which, while profitable, do not offer the same competitive advantages as EQIX's ecosystem approach [12][10]. Financial Performance - EQIX's AFFO/share growth has consistently outpaced DLR, with EQIX achieving a 335% increase compared to DLR's 191% since Q1 2013 [6][7]. - During the period from 2018 to 2022, EQIX maintained positive same-store NOI growth, while DLR experienced negative growth [15][17]. Valuation Insights - EQIX's stock price has decreased by approximately 25%, leading to a drop in its AFFO multiple from the 30s to 18.42X, making it an attractive investment opportunity [21][25]. - In contrast, DLR's valuation has not decreased as significantly, trading at 22X forward AFFO [27]. Future Outlook - EQIX's recent earnings report indicated strong growth, with AFFO of $965 million, an 11% increase year-over-year, and a positive outlook for future growth driven by record bookings and a large development pipeline [33][35]. - The company has a robust pipeline with $1.5 billion in preconstruction and $2.9 billion in construction, indicating a strong growth trajectory [38][40]. Conclusion - Both EQIX and DLR are well-positioned to benefit from the growing demand for data centers, particularly in the context of AI development, but EQIX is expected to outperform due to its superior operational strategy and more attractive valuation [45].

Key Takeaways Digital Realty posted 10% revenue growth and record interconnection bookings in Q3 2025.Realty Income maintained high occupancy and expanded its European footprint in Q3 2025.Digital Realty's $850M backlog and 5-GW development runway support future growth.Investors looking at REITs today face a clearer divide between traditional real estate and digital infrastructure than ever before. On one side stands Realty Income (O) , a long-trusted name known for monthly dividends and its remarkably stab ...

The REIT and Equity Trust - Other industry constituents are benefitting from strong, specialized demand across industrial, data center, healthcare and modern office properties. Growth in e-commerce, cloud adoption, artificial intelligence and connectivity is supporting strong occupancy and pricing. Anticipated rate cuts are easing funding conditions and attracting income-focused investors. Amid this, Welltower Inc. (WELL) , Prologis, Inc. (PLD) and Digital Realty Trust, Inc. (DLR) are well-poised to benefit ...

24/7 Wall St. Quick Read According to MIT Technology Review, there are about 3,000 data centers across the U.S. We also have to consider that AI demand isn’t slowing, which increases the need for data centers.  Forecasts now place AI’s value between $1.7 and $3.5 trillion by the early 2030s. With a yield of about 3%, the Digital Realty Trust is a major data center provider that is heavily invested in AI infrastructure. If you’re thinking about retiring or know someone who is, there are three quick ...

Core Insights - Digital Realty has announced new connectivity to Oracle Cloud Infrastructure (OCI) FastConnect in Singapore, enhancing its offerings in the region [1][2] - The introduction of the Oracle Solution Center in Singapore aims to support customers in designing and validating hybrid and AI architectures [1][5] - This initiative reinforces Singapore's position as a strategic hub for digital infrastructure and AI transformation [1] Connectivity and Performance - The new connectivity will provide low-latency access and improved redundancy for customers in Southeast Asia, facilitating better support for hybrid and AI-enabled workloads [2][3] - OCI offers best-in-class security, consistent high performance, and predictable pricing, enabling enterprises to transition workloads to the cloud efficiently [2] Strategic Partnership - The partnership between Digital Realty and Oracle is focused on enabling enterprises to connect seamlessly to the cloud and scale AI innovations [3] - Digital Realty's global footprint allows customers to easily provision dedicated high-throughput private connections to meet evolving business demands [3][4] Ecosystem Development - Digital Realty participated in the launch of the Oracle AI Centre of Excellence in Singapore, aimed at helping organizations train teams and experiment in secure cloud environments [5] - OCI's network includes over 110 FastConnect global and regional partners, providing customers with dedicated connectivity options to Oracle Cloud Regions [4] Company Overview - Digital Realty operates a global data center platform, PlatformDIGITAL®, which supports a wide range of data center, colocation, and interconnection solutions [6] - The company has a footprint of over 300 facilities across more than 25 countries, facilitating access to connected data communities [6]