Investment Thesis
Digital Realty Trust owns and operates a global portfolio of carrier-neutral data centers serving cloud, enterprise, and network providers. AI workloads, interconnection demand, and joint ventures sustain AFFO growth.
- Global Platform: 300+ data centers across 50 metros provide scale and proximity.
- Interconnection Services: ServiceExchange and connectivity hubs drive sticky high-margin revenue.
- Joint Ventures: Partnerships fund hyperscale developments while protecting leverage.