Data centre REITs and real-estate investors
BOTTLENECKSpecialist REITs own most data centre real estate and lease escalators let them extract economic rents when AI capacity tightens.
Listed or unlisted vehicles that own data centre properties and collect lease income. They offer capital-efficient ownership for AI infrastructure, benefiting from lease escalators and asset appreciation when capacity runs tight.
Listed or unlisted investment vehicles holding data centre properties and earning income from long-term leases; includes specialist infrastructure funds.
What the evidence shows
A $1.22B fund's top holdings: Equinix 13.80%, Digital Realty 12.61%, American Tower 12.25%, Crown Castle 8.58%.
247wallst.comREITs with pre-AI-boom grid access and PPAs command premium valuations due to scarce electrical capacity.
angelinvestorsnetwork.comVacancy levels in Northern Virginia, Phoenix, and Atlanta are around 1%.
reit.comWho controls it
No independently verified market-size figure is published for this node yet.
Where it sits in the stack
Takes in: Investor capital, stabilised data centre assets
Sends on: Yield on data centre real estate; capital recycling into new development
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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