#REITs

3개의 글

May 21, 2026

DLR Digital Realty 2026 Outlook: Record AI Demand Meets Power Grid Bottleneck

Digital Realty (DLR) stock analysis for 2026. We examine the record $1.8B backlog from AI hyperscale demand, the Northern Virginia power constraint crisis, Blackstone JV structure, Q1 2026 core FFO beat of $2.04 vs $1.94 consensus, and the Singapore expansion play.

DLR Digital Realty Data Center REIT

May 20, 2026

VICI Properties 2026 Outlook: Can a 6.3% Yield Hold Up in a Rate-Sensitive REIT?

An investor's deep dive into VICI Properties (VICI) for 2026. We examine the triple-net lease model, Caesars dependency risk, non-gaming diversification with Bowlero and Chelsea Piers, the Golden Entertainment acquisition, and whether the current $28 price offers real value.

VICI VICI Properties Gaming REIT

April 9, 2026

Tax-Efficient Dividend Investing: Account Placement 2026

Where to hold REITs, BDCs, and dividend stocks across Roth IRA, Traditional IRA, and taxable accounts to cut tax drag. Includes a placement matrix.

tax-efficient investing Roth IRA dividend taxes