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Blackstone Digital Infrastructure Trust Inc. is dedicated to securing and maintaining vital digital infrastructure, particularly data center assets. The firm's investment strategy focuses on recently built, revenue-generating, and fully operational data facilities. These properties are leased to highly-rated, large-scale technology tenants under long-term agreements. Established in 2025 and based in New York, New York, the company was previously known as Keystone REIT Inc. before adopting its current name in March 2026.
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.
NEW YORK--(BUSINESS WIRE)--Blackstone Digital Infrastructure Trust, Inc. (NYSE: BXDC) (the “Company”) announced today that it will host its third-quarter 2026 investor conference call via public webcast on November 16, 2026 at 9:00 a.m. E.T. The Company will report its third-quarter results prior to the call the morning of November 16, 2026. To register for the investor call, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1777673&tp_key=3dd09d12c1 For those unabl.
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.
I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value through cycles.
REITs have sold off sharply again. Higher rates may create a buying opportunity. Two dipped REITs could rebound strongly.