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Wire · operational-macro

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

Published

15 August 2026

Topic

operational-macro

◆ Sectors

Proptech

◆ Geography

United States

◆ Source

Read at 247wallst.com →

◆ Verified

Fusion42 · 16 August 2026 · Fusion42 review

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.

◆ ◆ The Wire takeaway

Rising interest rates are tightening valuation multiples on data centre landlords despite robust AI demand. You need to prepare for margin pressure and spot exit points in this high-growth but rate-sensitive sector now.

◆ Coverage

1 source · 15 Aug 2026

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◆ Topics

Proptechreitai-growthpricing-powerdata-centrescapital-markets