Digital Realty Trust Aktie News

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Digital Realty Trust, Inc. (DLR) Q4 2025 Earnings Call Transcript

Many investors chase AI chip and software stocks. But data center REITs offer more stable returns and reliable dividends.

AUSTIN, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today financial results for the fourth quarter of 2025. All per share results are presented on a fully diluted basis.

Data centers have taken center stage of the artificial intelligence movement. These companies' business models are distinctly different than those of the names that have led the AI charge thus far.

January delivered a robust 2.47% monthly increase in forward dividend income, reaching $6,442.40 and positioning the portfolio ahead of 2026 growth targets. Initiated a new position in Agree Realty for its strong monthly dividend growth, investment-grade property mix, and prudent payout ratio. Brookfield Infrastructure Partners announced a 5.8% dividend increase, adding $47.85 in forward income...

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, a...

Key Themes To Watch This REIT Earnings Season