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Wire · operational-macro

The AI Boom Has a Landlord. These 3 REITs Are Getting Paid

Published

15 October 2026

Topic

operational-macro

◆ Sectors

Proptech

◆ Geography

United States

◆ Source

Read at 247wallst.com →

◆ Verified

Fusion42 · 16 October 2026 · Fusion42 review

Three equity REITs, including Equinix and Digital Realty, are capitalising on the AI infrastructure boom by leasing data center spaces equipped with extensive power and network capacity. Equinix reported strong demand and dividend coverage, while Digital Realty achieved record leasing and maintained dividend levels.

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

◆ ◆ The Wire takeaway

The data centre lease market is heating up as landlords with powered and connected facilities profit from AI demand. You should revisit your capital strategy to leverage rising real estate opportunities tied to AI expansion.

◆ Coverage

1 source · 15 Oct 2026

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◆ Topics

Proptechreitdata-centersai-infrastructuredividendsequity-reits