Digital Infrastructure REITs: The Strategic Role of Data Center and Telecom REITs

Digital infrastructure has become the backbone of the global economy. Data centers, telecom towers, and fiber networks are no longer niche real estate—they are mission-critical platforms powering AI, cloud, and the next wave of digital growth. This report explores how data center and telecom REITs are evolving beyond traditional property models to become strategic enablers of hyperscaler expansion, benefiting from strong pricing power, long-term leases, and resilient cash flows. With structural demand accelerating and institutional capital rotating toward digital assets, these REITs are positioned at the center of a multi-trillion-dollar infrastructure cycle shaping the future of the digital economy.