CNBC
08 Oct 2026, 11:04 UTC · 2h ago
Why REITs aren't getting killed by rising interest rates this time around
Impact · against what's priced in
The article provides no catalyst for Digital Realty as the reported strength in data center pipelines and CEO optimism are already baked into the current valuation. While the sector shows resilience, DLR's specific growth trajectory remains contingent on converting its existing backlog, which the market is already monitoring.
- DLR+0.00
Already priced in
- The price assumes
The $1.9 billion record backlog and 1.4 gigawatts of capacity currently under construction
The article's note that data center development pipelines are seven times 2019 levels supports the record backlog and capacity the market already assumes is in place.
What DLR's price assumes · Sep 1
