DLR

Digital Realty Trust demonstrates robust financial stability, with a BBB/Baa2/BBB+ credit rating and a low net debt-to-EBITDA of 4.7x. DLR's preferred stocks (DLR.PR.L, DLR.PR.J, DLR.PR.K) yield above 7.4%, trade below par, and offer wider spreads than both DLR's OTC bonds and sector peers. OTC bonds yield up to 5.75% with narrower spreads, making DLR's preferred stocks a more attractive fixed income alternative for income-focused investors.

Two days after a guidance cut sent NEXTDC reeling, a trust co-owned by Digital Realty came knocking with an offer the target calls a raid. The buyers say they have no takeover plans, but they kept the door open.

AUSTIN, Texas, Nov. 05, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, today announced the opening of its first Digital Realty Innovation Lab (DRIL) in Latin America. Located at the Vinhedo II campus in São Paulo, Brazil, DRIL Sao Paulo provides customers with a real-world environment to test, validate, and optimize multi-vendor artificial intelligence (AI) infrastructure solutions before deploying at scale.

Digital Realty's record bookings, rising occupancy and stronger rental rates drive double-digit core FFO growth as the company raises its 2026 outlook.

Digital Realty Trust NYSE: DLR reported third-quarter results that exceeded its expectations, supported by record leasing activity, rising occupancy and continued demand for data-center capacity tied to artificial intelligence, cloud computing and enterprise workloads.

Digital Realty Trust, Inc. ( DLR ) Q3 2026 Earnings Call October 29, 2026 5:00 PM EDT Company Participants Jordan Sadler - Senior VP of Public & Private Investor Relations Andrew Power - President, CEO & Director Matt Mercier - Chief Financial Officer Gregory Wright - Chief Investment Officer Colin McLean - Chief Revenue Officer Conference Call Participants Jonathan Petersen - Jefferies LLC, Research Division Michael Elias - TD Cowen, Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Aryeh Klein - BMO Capital Markets Equity Research Michael Rollins - Citigroup Inc., Research Division Matthew Niknam - Truist Securities, Inc., Research Division Michael Funk - BofA Securities, Research Division Presentation Operator Good afternoon, and welcome to Digital Realty Third Quarter 2026 Earnings Call. Please note, this event is being recorded.

AUSTIN, Texas, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world's largest cloud- and carrier-neutral data center platform, announced today its financial results for the third quarter of 2026. All per share results are presented on a fully diluted basis.

DLR's Q3 results may benefit from strong leasing, a record backlog and rising AI and cloud demand, with rental revenues and total revenues expected to grow.

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.