The Landlords of the AI Boom Are Up 35% This Year and Their Pricing Power Keeps Climbing

2 hours ago 3

Marc Guberti

Sat, August 15, 2026 astatine 9:14 AM CDT 4 min read

Quick Read

DTCR has climbed 38% twelvemonth to date, driven by Equinix and Digital Realty, which unneurotic marque up 40% of the $2.14 cardinal fund.
The 10-year Treasury output topping 5% would compress DTCR's REIT multiples adjacent if AI leasing stays hot, conscionable arsenic it did successful 2022.
Equinix CEO Adaire Fox-Martin called Q2 2026's guidance rise the largest successful institution history, with $424 cardinal successful gross bookings and 53% EBITDA margins.
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The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) has go the cleanest mode to ain the picks-and-shovels of the AI boom, and the numbers amusement it. DTCR is up 38% twelvemonth to day and 55% implicit the past year, arsenic information halfway landlords thrust a question of pricing powerfulness that astir REIT categories tin lone envy. With $2.14 cardinal successful nett assets, DTCR present sits astatine the intersection of 2 of the market's tightest supply-demand imbalances: colocation capableness and AI compute.

A long, dimly lit hallway successful a modern information center, flanked connected some sides by gangly server racks. The server racks glow brightly with intricate, golden, circuit-like patterns, reflecting connected the dark, tiled floor. Overhead, respective horizontal portion lights illuminate the ceiling grid.

What DTCR Actually Owns

Roughly fractional of the money is successful information halfway REITs and operation operators, with the equilibrium successful semiconductors and connectivity. The apical 4 holdings bash astir of the dense lifting: Equinix astatine 12%, Digital Realty astatine 11%, American Tower astatine 10%, and Crown Castle astatine 7%. That is astir 40% of the portfolio successful 4 names, truthful what happens astatine Equinix and Digital Realty efficaciously is what happens to DTCR. Equinix is up 42% twelvemonth to date; Digital Realty is up 29%. That is the motor down the fund's move.

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The Macro Factor That Matters Most: The 10-Year Treasury Yield

With astir fractional the money successful REITs, the azygous macro adaptable with the highest probability of moving DTCR implicit the adjacent 12 months is the 10-year Treasury yield. Data halfway REITs concern long-lived assets with long-dated debt, and their dividend entreaty competes straight with risk-free yields. When the 10-year drops, headdress rates compress and REIT NAVs re-rate higher. When it spikes, the other happens, adjacent if AI request is booming underneath.

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