JULY 13, 2026

Real Estate Is Up 13%. The Data-Center REITs Powering AI Are Up 36%.

Real Estate Is Up 13%. The Data-Center REITs Powering AI Are Up 36%.

Summary

The Vanguard Real Estate ETF (VNQ) offers broad real estate exposure but may dilute returns from the booming AI-driven data-center sector. With only a small allocation to key players like Equinix and Digital Realty, VNQ's year-to-date gain of 13.4% pales compared to the Global X Data Center & Digital Infrastructure ETF (DTCR), which has surged 36%. For high-income professionals seeking growth, consider reallocating to DTCR to capitalize on the data-center trend fueling the



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