The Landlords of the AI Boom Are Up 35% This Year and Their Pricing Power Keeps Climbing

DTCR, a REIT fund focused on data centre landlords like Equinix and Digital Realty, has risen 38% year to date driven by strong AI-related leasing demand, though rising Treasury yields pose a risk to valuation multiples.

This Wire brief sits within Fusion42's coverage of Proptech.