Blackstone's Digital Infrastructure Trust (BXDC) stands out as a leading hyperscale-focused data center REIT alongside Digital Realty and Equinix. Rising construction costs and higher interest rates have increased the value of existing data center capacity, creating opportunities for capital recycling. BXDC offers investors exposure to the growing AI sector in a more stable way compared to pure growth stocks, connecting hyperscale data centers, chip makers, and real estate. The company's strategic position is strengthened by new AI entrants like Anthropic and OpenAI, which are reshaping data center demand dynamics.
As of Oct 07, 2026 04:22 WIB, Digital Realty Trust (DLR) trades at USD 179.91, closer to its 52-week low of USD 147.93 than its high of USD 203.91, with a 1-day gain of 0.76%. In contrast, Equinix (EQIX) is priced at USD 1,023.40, nearer to its 52-week high of USD 1.12K than its low of USD 726.09, though it saw a slight 0.23% decline in the past day. On Pluang, DLR's typical hold time is 93 days with a dividend yield of 2.71%, while EQIX investors hold for about 110 days and receive a 2.02% yield, highlighting different investor behaviors and income profiles in the hyperscale data center REIT space.
Data center REITs Equinix, Digital Realty, and Iron Mountain are benefiting from rising demand driven by AI infrastructure growth. Equinix leads with the fastest dividend growth and a 2% yield, supported by record leasing and strong cash flow coverag...
Digital Realty Trust (DLR) reported a record $1.9 billion backlog and a 25.4% increase in cash rent in Q2 2026, driven by strong demand for data centers. This robust performance supports multi-year double-digit growth, prompting management to raise i...
