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Digital Realty
Largest colo REIT riding record $800M+ AI-driven signed-not-commenced leasing backlog
HQ US
Recent Business Signals
Jul 3, 2026
news_mention
Is Digital Realty Trust Stock Worth Retaining in Your Portfolio? - TradingView Is Digital Realty Trust Stock Worth Retaining in Your Portfolio? TradingView
source: gnews-digital-realty
Jul 1, 2026
news_mention
Digital Realty (DLR) Buys $3.5 Billion Blackstone Data Centers In Northern Virginia - Yahoo Finance Digital Realty (DLR) Buys $3.5 Billion Blackstone Data Centers In Northern Virginia Yahoo Finance
source: gnews-digital-realty
Jun 30, 2026
news_mention
Digital realty acquires blackstones data center stake for 7 8 billion - Indiatimes Digital realty acquires blackstones data center stake for 7 8 billion Indiatimes
source: gnews-digital-realty
Jun 30, 2026
news_mention
Digital Realty (DLR) Has a Power-Constrained Capacity and Backlog Engine Bigger Than a Rate-Sensitive REIT Trade - AlphaStreet <a href="
source: gnews-digital-realty
Jun 30, 2026
news_mention
Digital Realty Trust highlights data center growth while investors track U.S. market peers - AD HOC NEWS Digital Realty Trust highlights data center growth while investors track U.S. market peers AD HOC NEWS
source: gnews-digital-realty
Jun 30, 2026
news_mention
Digital Realty (DLR) Has a Power-Constrained Capacity and Backlog Engine Bigger Than a Rate-Sensitive REIT Trade - AlphaStreet <a href="
source: gnews-digital-realty
Jun 29, 2026
news_mention
7 Best Data Center Stocks, ETFs and REITs | Investing - U.S. News - Money 7 Best Data Center Stocks, ETFs and REITs | Investing U.S. News - Money
source: gnews-digital-realty
Jun 26, 2026
news_mention
Digital Realty Plans Kansas City Hyperscale Data Center - CRE Daily Digital Realty Plans Kansas City Hyperscale Data Center CRE Daily
source: gnews-digital-realty
Jun 23, 2026
news_mention
Digital Realty Bets on AI Growth With Major Expansion Moves - The Globe and Mail Digital Realty Bets on AI Growth With Major Expansion Moves The Globe and Mail
source: gnews-digital-realty
Jun 23, 2026
news_mention
Digital Realty Bets on AI Growth With Major Expansion Moves - TradingView Digital Realty Bets on AI Growth With Major Expansion Moves TradingView
source: gnews-digital-realty
Jun 23, 2026
news_mention
Digital Realty clears a fresh 20-day high, shares extend the data center REIT rally - Ad-hoc-news.de Digital Realty clears a fresh 20-day high, shares extend the data center REIT rally Ad-hoc-news.de
source: gnews-digital-realty
Jun 23, 2026
news_mention
Digital Realty Bets on AI Growth With Major Expansion Moves - The Globe and Mail Digital Realty Bets on AI Growth With Major Expansion Moves The Globe and Mail
source: gnews-digital-realty
Jun 23, 2026
news_mention
Digital Realty Bets on AI Growth With Major Expansion Moves - The Globe and Mail Digital Realty Bets on AI Growth With Major Expansion Moves The Globe and Mail
source: gnews-digital-realty
Jun 22, 2026
capacity_expansion
Digital Realty's operating partnership acquired 1,440 acres of land near Kansas City for approximately $377.6 million in cash and 517,475 common units for development at Astra Enterprise Park.
source: sec_edgar
Jun 22, 2026
acquisition
Digital Realty entered into an agreement to acquire Columbia Capital for an initial $45 million in cash and 2,337,036 shares of common stock, with up to an additional $290 million contingent on performance milestones.
source: sec_edgar
Jun 22, 2026
acquisition
Digital Realty agreed to acquire an additional 16% interest in its Teraco joint venture for 3,425,031 shares of common stock, valued at approximately $644.4 million, increasing its total interest to 77%.
source: sec_edgar
Jun 16, 2026
news_mention
Digital Realty Trust Stock (US2538681030): AI Data Center Demand Meets Rising Rate Reality - AD HOC NEWS Digital Realty Trust Stock (US2538681030): AI Data Center Demand Meets Rising Rate Reality AD HOC NEWS
source: gnews-digital-realty
Jun 1, 2026
leadership_change
Digital Realty Trust, Inc. stockholders elected ten individuals to the Board of Directors, each to serve until the 2027 Annual Meeting of Stockholders.
source: sec_edgar
May 18, 2026
product_launch
Digital Realty opened its first data center in Barcelona, strengthening its Mediterranean position.
source: funding-research
May 18, 2026
product_launch
Digital Realty opened its first data center in Barcelona, Spain, strengthening its Mediterranean market position.
source: funding-research
Funding & valuation history
Jun 22, 2026 · sec_edgar
Digital Realty agreed to acquire an additional 16% interest in its Teraco joint venture for 3,425,031 shares of common stock, valued at approximately $644.4 million, increasing its total interest to 77%.
Jun 22, 2026 · sec_edgar
Digital Realty entered into an agreement to acquire Columbia Capital for an initial $45 million in cash and 2,337,036 shares of common stock, with up to an additional $290 million contingent on performance milestones.
Mar 30, 2026 · funding-research
Digital Realty held the final close of its inaugural U.S. Hyperscale Data Center Fund at its $3.25 billion hard cap, backed by global institutional investors including public pensions, sovereign wealth funds, endowments and family offices, with Eastdil Secured and PJT Park Hill Group as placement agents.
Mar 30, 2026 · funding-research
Digital Realty closed its inaugural U.S. Hyperscale Data Center Fund at $3.25 billion in equity commitments from global institutional investors including public pensions, sovereign wealth funds, endowments, and insurance companies, supporting over $10 billion of new hyperscale investment.
Strategic Position
What they do best
Converting multi-megawatt hyperscale/AI demand into a contracted pipeline, evidenced by the $800M+ signed-not-commenced backlog in signal b7af412b.
Their bet
PlatformDIGITAL power-shell builds plus 2026 hiring in grid interconnect, medium-voltage switchgear and liquid cooling bet that power access and CDU-ready halls, not space, win AI tenants.
Top risk
Grid interconnection/utility delays (Feb 2026 interconnection-manager hire) could stall the $800M+ backlog converting to commenced revenue; falsifiable if H2-2026 commenced leases stall.
Forward view
Derived from public capacity & product announcements — not a company-authored roadmap.
capacity expansion · Jun 22, 2026
Digital Realty's operating partnership acquired 1,440 acres of land near Kansas City for approximately $377.6 million in cash and 517,475 common units for development at Astra Enterprise Park.
product launch · May 18, 2026
Digital Realty opened its first data center in Barcelona, strengthening its Mediterranean position.
product launch · May 18, 2026
Digital Realty opened its first data center in Barcelona, Spain, strengthening its Mediterranean market position.
Compared to peers
Direct competitor
Equinix
Equinix earns higher revenue-per-MW via interconnect density; DLR competes on raw hyperscale footprint and power-shell scale.
Substitute
Compass Datacenters
Compass offers single-tenant build-to-suit 50-200 MW campuses, substituting for DLR's multi-tenant fabric when a hyperscaler wants dedicated capacity.
Why someone would join
- 1.Backlog of $800M+ annualized signed-not-commenced rent (signal b7af412b) plus 2026 hires for medium-voltage switchgear and grid interconnection means years of real construction, not slideware.
- 2.Two consecutive ~$1.5B quarters with $1.87 Core FFO/share and raised FY2025 guidance (signals 3bc9cb33, 797fc204) fund the liquid-cooling/CDU buildout behind the May 2026 mechanical-engineer role.
Recent Hiring (60 days)
- liquid cooling design1
- thermal management1
- CDU integration1