Digital Realty's hyperscale-leaning portfolio benefits enormously from the AI capex super-cycle. Recent record leasing volumes (>1GW signed in 2025) translate to multi-year AFFO acceleration. Balance sheet repaired via Blackstone JV monetization. Pricing power across all major metros.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 57 | +2% | ↑8% | NEUTRAL |
| CCI | Crown Castle Inc. | 57 | +1% | ↑8% | NEUTRAL |
| AMT | American Tower Corporation | 57 | +5% | ↑8% | EARLY |
| WELL | Welltower Inc. | 57 | +9% | ↑8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 42 | +13% | ↑8% | EARLY |
| BDVDY | Barratt Developments PLC | 42 | +14% | ↑8% | EARLY |
| SPG | Simon Property Group, Inc. | 42 | +2% | ↑8% | NEUTRAL |
Digital Realty Q1 2026 net leasing 215MW; record quarterly print
Blackstone JV closes Frankfurt asset sale at premium valuation
Estimates · Yahoo Finance · Not audited figures