Colocation & Wholesale REITs

The two pure-play public DC REITs, plus Iron Mountain’s growing DC business. Long-duration assets with hyperscaler tenants.

Players

Players: Equinix EQIX, Digital Realty DLR, Iron Mountain IRM, Keppel DC REIT AJBU.SI, NextDC (AU) NXT.AX, Goodman Group (AU) GMG.AX