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Digital Realty Trust, Inc.

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The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Digital Realty to Develop New Cable Landing Station in Los Angeles

GlobeNewsWire · Tue, 22 Sep 2026 18:00:00 -0400

Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North America Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North America

Digital Realty Survey Finds More Than Half of Asia Pacific Enterprises Plan to Increase AI Investment by More Than 25%

GlobeNewsWire · Tue, 22 Sep 2026 02:00:00 -0400

Singapore focuses on infrastructure readiness, Australia advances on AI returns, Japan prioritizes compliance, and South Korea highlights interconnection as markets take different paths to value Singapore focuses on infrastructure readiness, Australia advances on AI returns, Japan prioritizes compliance, and South Korea highlights interconnection as markets take different paths to value

The REIT Conundrum

Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Market information is provided for research and visualization and is not investment advice.