Digital Realty Trust(DLR)
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3 REITs Every Investor Should Know About
The Motley Fool· 2026-01-11 22:05
Core Viewpoint - The article suggests that adding real estate investment trusts (REITs) to an investment portfolio can help mitigate volatility while potentially enhancing long-term growth and net gains [2][4]. REIT Overview - REITs are traded like stocks but focus on revenue-generating real estate, including various property types such as apartments, hotels, and office buildings [3]. - They are capital-intensive but are well-suited for reliable dividend payments, as they must distribute at least 90% of net profits to shareholders, avoiding corporate-level taxation on this income [4]. Performance Comparison - Over the past 10 years, the S&P 500 has averaged an annual net gain of 11.1%, while the FTSE Nareit All Equity REIT Index has only achieved 7.2% [6]. - In the last five years, the S&P 500's average total return is 15.3%, significantly outperforming the FTSE Nareit's 5.5% [6]. - However, over periods exceeding 20 years, the FTSE Nareit All Equity REIT Index has historically outperformed the S&P 500 [7]. Recommended REITs Realty Income - Realty Income owns over 15,500 retail properties with a market-leading occupancy rate of 98.7% and has paid monthly dividends for 55 years, increasing its quarterly payout for 28 consecutive years [9][11]. - Current market cap is $54 billion, with a dividend yield of 5.54% [10]. American Tower - American Tower operates approximately 42,000 tower sites in the U.S. and generated $2.7 billion in revenue during Q3 2025, marking a 7.7% year-over-year increase [13]. - The market cap is $79 billion, with a dividend yield of 4.04% [14]. Digital Realty Trust - Digital Realty Trust focuses on data centers, including those for artificial intelligence, and reported a 10% revenue increase to $1.6 billion in Q3 [17]. - The company is projected to grow significantly, with the data center infrastructure industry expected to expand at an average annual rate of 13.4% through 2034 [18]. - Current market cap is $54 billion, with a dividend yield of 3.08% [19].
Digital Realty Leasing Gains May Be Limited By Growth Constraints, Analyst Warns
Benzinga· 2026-01-08 20:00
Digital Realty Trust, Inc. (NYSE:DLR) plans to release fourth quarter 2025 results on Feb. 5, 2026.BofA Securities analyst Michael Funk downgraded the company from Buy to Neutral and lowered the price forecast from $210 to $170. • DRL shares are consolidating. What’s the outlook for DRL shares?The analyst writes the company has lagged in capturing AI-driven demand, as the largest 2025 development deals favored emerging data center markets outside its footprint.This trend is expected to continue in 2026, wit ...
My Dividend Growth Income - December 2025 Update
Seeking Alpha· 2026-01-06 13:19
Group 1 - The author is an electromechanical engineer with experience in automotive, IT infrastructure, and medical device industries, aiming to provide technical breakdowns on company products and share industry experiences [1] - The focus is on delivering insights into current engineering trends and real-world product knowledge, which can benefit investors conducting research [1] - The author identifies as a long-term buy-and-hold investor, seeking investments with strong cash flows and a growing passive income stream or significant R&D investments [1]
Digital Realty Schedules Fourth Quarter 2025 Earnings Release and Conference Call
Globenewswire· 2026-01-06 12:00
AUSTIN, Texas, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today that it will release financial results for the fourth quarter of 2025 after the market closes on Thursday, February 5, 2026. The company will host a conference call to discuss these results at 5:00 p.m. ET / 4:00 p.m. CT on Thursday, February 5, 2026. A live webcast of the call will be available on the ...
Digital Realty Trust, Inc. (DLR) Investment Insights
Financial Modeling Prep· 2026-01-06 05:10
Deutsche Bank sets a price target of $180 for NYSE:DLR, indicating a potential upside of 15.55%.GoalVest Advisory LLC increases its investment in DLR by 4,195%, showing strong confidence in the company's future performance.Institutional investors are adjusting their positions, with South Plains Financial Inc. increasing its stake by 280.5% and Tobam acquiring a new stake.Digital Realty Trust, Inc. (NYSE:DLR) is a prominent real estate investment trust (REIT) that specializes in data centers. These facilitie ...
Fastsættelse af rentekupon - SNP 2029 (SEK)
Globenewswire· 2025-12-29 12:37
Core Viewpoint - DLR Kredit A/S has announced the coupon rates for the period from January 2 to April 1, 2026, for its Senior Non-Preferred Notes, indicating a fixed interest rate environment for the specified period [1]. Group 1: Coupon Rates Announcement - DLR Kredit has set the coupon rate for the Senior Non-Preferred Notes (SEK) for the specified period [1]. - The specific note mentioned is the SNP July 2029, which has a reference rate of STIBOR3M and a new interest rate of 3.811% [1].
3 Stocks Defining a New Era For Real Estate
Benzinga· 2025-12-23 17:52
The stock market can expect a resurgence in real estate stocks and funds after the December 18 Consumer Price Index fell to 2.7%, well below consensus forecasts of 3.0% or higher.That scenario is already supporting a rally in stocks and lifting interest-rate expectations. Investors are locking in positions based on muted inflation as potential evidence that the Federal Reserve can keep easing into early 2026, sending yields lower and boosting rate-sensitive sectors like real estate.Although economists warne ...
Prediction: This Data Center REIT Could Double as AI Demand Soars
The Motley Fool· 2025-12-21 13:05
Core Viewpoint - Digital Realty Trust is poised for a significant comeback, driven by booming demand in the data center industry, with potential for stock price doubling within five years [2][15]. Company Overview - Digital Realty Trust specializes in data centers, owning over 300 facilities across more than 25 countries, distinguishing itself from traditional real estate investment trusts (REITs) [1][4]. - The company has been operational since 2004 and was the first data center REIT, attracting both growth-focused tech investors and those seeking income through dividends [4]. Industry Growth - The data center industry is expected to grow at an 11% compound annual growth rate (CAGR), indicating strong demand driven by advancements in technologies like artificial intelligence (AI) and quantum computing [5][6]. - Digital Realty's strategic acquisitions of land in key markets, particularly in the U.S., position it well for future expansion [7]. Financial Performance - In the first nine months of 2025, Digital Realty reported nearly $4.5 billion in revenue, reflecting a 9% year-over-year growth, while operating income surged by 66% [10]. - Funds from operations (FFO) income reached over $1.9 billion, marking a 17% increase compared to the same period in 2024, indicating strong cash flow [11]. Dividend and Valuation - Digital Realty offers a dividend yield of approximately 3.3%, significantly higher than the S&P 500 average of about 1.2%, despite not increasing its dividend since 2022 [8][13]. - The stock is currently trading at about 22 times its trailing FFO income, suggesting potential for multiple expansion as income and growth prospects improve [14]. Future Outlook - The combination of rising demand for data centers and lower interest rates could enhance Digital Realty's financial performance, supporting stock price growth [12][16]. - If the company can maintain double-digit growth in FFO income, it is well-positioned for stock price appreciation in the coming years [16].
3 REITs to Watch as Fed Rate Cut Bets Heat Up for 2026
Investing· 2025-12-19 09:40
Market Analysis by covering: Prologis Inc, Digital Realty Trust Inc, Realty Income Corp. Read 's Market Analysis on Investing.com ...
Digital Realty: The Company Is Safer Than Its Credit Rating Suggests (NYSE:DLR)
Seeking Alpha· 2025-12-16 17:05
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 ...