Informed Investing

JULY 24, 2026

Realty Income's Data Center Bet Could Turbocharge Dividend Growth Over the Next Decade | The Motley Fool

Realty Income, renowned for its resilience in the retail REIT sector, is diversifying into data centers, having recently committed over $6 billion in joint ventures. This strategic move aligns with its core business model of generating rental income, now extending to cloud-based infrastructure. With a robust history of annual...

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

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),...

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Realty Income's Data Center Bet Could Turbocharge Dividend Growth Over the Next Decade | The Motley Fool

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