Lee Jackson
Wed, July 8, 2026 astatine 7:19 AM CDT 5 min read
Quick Read
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Hyperscalers are locking successful 15-year leases earlier facilities interruption ground, with grid interconnection queues stretching to 2030 cementing a multi-year proviso squeeze.
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EQIX posted a grounds $378M successful Q1 bookings portion DLR grew income 16% twelvemonth implicit twelvemonth and carries a $1.8B backlog.
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All 3 information halfway REITs wage dividends supra 1.9% and clasp Buy ratings from Citigroup, Truist Financial, and JPMorgan.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Equinix didn't marque the cut. Grab the names FREE today.
The AI buildout has turned the old-school information halfway existent property concern trusts (REITs) from a niche existent property subsector into 1 of the clearest ways to ain the carnal infrastructure down the artificial quality boom, and the numbers are starting to backmost that up. One of the biggest companies successful the arena, Equinix (NASDAQ:EQIX), posted $2.444 cardinal successful first-quarter 2026 revenue, up 10% twelvemonth implicit year, and a grounds $378 cardinal successful first-quarter bookings, portion another, Digital Realty Trust (NYSE:DLR), logged 16% year-over-year income maturation and has a $1.8 cardinal backlog. Vacancy successful superior U.S. markets remains adjacent grounds lows. Hyperscalers are locking successful 15-year leases years earlier facilities adjacent interruption ground, and grid interconnection queues stretching retired to 2030 mean the proviso compression isn't going distant anytime soon.
For investors looking to play the AI infrastructure commercialized without betting connected a azygous chipmaker, the bequest information halfway REITs connection a compelling operation of locked-in demand, dividend income, and structural scarcity. We person covered the information halfway REITs for years present astatine 24/7 Wall St., and 1 of the compelling reasons, past and now, is that each 3 companies wage respectable, dependable dividends to shareholders. Those dividends tin summation the anticipation for higher full return. With their respective infrastructures firmly successful place, they connection investors reliable income alongside coagulated full instrumentality potential. While dividends are overmuch smaller than they were 5 and 10 years ago, they are inactive higher than those that astir exertion companies pay.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Equinix didn't marque the cut. Grab the names FREE today.
Here are the 3 information halfway REITs investors should see now. All are rated Buy astatine the apical Wall Street firms that we cover.
Digital Realty Trust
This is one of the apical old-school information halfway REITs, and it pays a coagulated 2.82% dividend. Digital Realty Trust owns, acquires, develops, and operates information centers done its operating concern subsidiary. The institution is focused connected providing information center, colocation, and interconnection solutions for home and planetary customers crossed a assortment of manufacture verticals, ranging from unreality and accusation exertion services, communications, and societal networking to fiscal services, manufacturing, energy, healthcare, and user products.

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