Wire · operational-macro
The AI Boom Has a Landlord. These 3 REITs Are Getting Paid
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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.
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1 source · 15 Oct 2026
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