Digital Realty Trust

DLR

Market cap $54.7B

DOC reports $925M in deals, buying a South San Francisco campus for $600M and selling $325M of stabilized outpatient assets.

Digital Realty Trust (DLR) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, DLR broke out above the 50-day moving average, suggesting a short-term bullish trend.

Andy Power, CEO of Digital Realty, the second-largest data center REIT in the world, says that electricity costs going up due to data center buildout is "a fallacy."

Andy Power, CEO of Digital Realty, the second-largest data center REIT in the world, says he is not concerned about too much construction in the sector. “Based on the actual real demand from real customers with real long-term,15-year contracts, we are not in an oversupply state today,” he told Property Play.

Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects. JLL expects data center capacity to nearly double by 2030 driven by artificial intelligence.

Although they've underperformed of late, real estate investment trusts are still worth a closer look. The recent rise of interest rates following a prolonged period of below-average levels could help restore REITs' long-term performance.

All 123 publicly traded US equity real estate investment trusts analyzed by S&P Global Market Intelligence traded below their respective consensus price target estimates. The specialty sector, which includes advertising, casinos, communications, data centers, energy infrastructure, farmland and timber, had the largest median implied upside to its consensus price target estimate, at 22.6%. REITs in the self-storage segment showed a 20.6% median implied upside to their consensus price target estimates, while the office sector followed closely at 18.7% and the residential sector at 15.4%.

Digital Realty Trust, Inc. (NYSE: DLR) plans to release fourth quarter 2025 results on Feb. 5, 2026.

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